Helper

Spend Taxonomy CSV Mapper

Map vendors to spend categories and export a taxonomy-ready CSV with rollups.

This tool is educational and operational. It is not legal, engineering, or financial advice.

Processed in-browser. Nothing is stored.

Inputs

Include headers and vendor names.

Sample CSV

Use this format to get started.

Vendor,Annual Spend,Category,Subcategory,Owner
Acme Security,250000,Facilities,Security,Jamie Ruiz
Northside Janitorial,180000,,Janitorial,Jordan Lee
Bluewater HVAC,325000,Facilities,HVAC,Pat Reyes

Sample mapping rules

One rule per line. Format: keyword | category | subcategory

acme | Facilities | Security
janitorial | Facilities | Janitorial
hvac | Facilities | HVAC
aws | IT and Cloud | Infrastructure

Use keyword matching to assign categories.

Outputs

Process a CSV to see mapped categories.

How to use

  1. Paste your spend CSV and confirm column names.
  2. Add keyword mapping rules and optional assumptions.
  3. Process the file and download the cleaned taxonomy CSV.

What results mean

Mapped categories create a clean taxonomy-ready file. Use the rollup table to confirm spend coverage and highlight any categories that need better vendor mapping.

Common pitfalls

  • Leaving mapping rules empty for high-volume vendors.
  • Using inconsistent vendor names without a normalization step.
  • Not aligning categories with your procurement taxonomy.

Change log

v1.0 (2026-01): Latest release