Sessions

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Sign in to see your saved sessions.

Note: This is a demo. Please don't upload real or sensitive financial data — this applies to guest sessions and new accounts alike.

Workspace

Sessions

Review your prior sessions

Workspace

Chart of accounts

Upload your firm's chart of accounts once — every session's Assign step reads from this list.

0 accounts

Note: Uploading a new file replaces your entire chart of accounts.

Current chart of accounts

Step 01

Upload trial balance

Upload the prior firm's trial balance CSV.

Required: File must sum to zero.

Step 02

Assign source rows

Select unassigned rows, then choose the Yardi account they belong to. Many rows can roll into one account — Maply sums them.

17 of 22 rows assigned · 5 unassigned

Chart of accounts

15 with rows

Unassigned source rows

0 selected

Step 03

Review the summation

Every destination account with its contributing source rows. The entry must tie out to zero before it can be exported.

Source trial balance

0.00

Mapped to Yardi

(42,300.00)

Variance

42,300.00

15 destination accounts

Step 04

Export to Yardi

Generate a Yardi-ready journal entry CSV for import.

The real-world takeover date. The entry posts to this date regardless of when the work is done.

Use {date} to interpolate the takeover date.

File preview

PROPERTYPOST DATEBOOKACCOUNTDESCRIPTIONAMOUNTNOTE

Provisional column set. These headers are a generic Yardi GL import until the real import spec is supplied — the template is swappable without touching the mapping.