Docs Mapping

Mapping

How LedgerPort routes data from your store to the right accounts in your ledger.

Chart of Accounts Overview

Account mapping is the core of LedgerPort. It determines where every dollar from your store ends up in your accounting software — revenue, cost of goods sold, shipping income, platform fees, and more.

Default Template

When you first connect, LedgerPort applies a GAAP-compliant template that maps common e-commerce transaction types to standard accounts:

Transaction Type Default Account
Product sales Sales Revenue
Shipping collected Shipping Income
Platform fees Merchant Fees Expense
Refunds Sales Returns & Allowances
Tax collected Sales Tax Payable
Discounts Sales Discounts

You can customize any of these mappings in Mappings → Chart of Accounts. Changes apply to future syncs only — previously synced data is not affected.

Product Mapping

Product mapping connects each product in your store to a corresponding item in your accounting software. This is needed for accurate inventory tracking and cost-of-goods-sold calculations.

Mapping Strategies

  • SKU match: LedgerPort matches products by SKU. If your store SKU matches the item name or code in your ledger, mapping is automatic.
  • Manual mapping: For products where SKUs don’t match, you can manually assign a ledger item from a dropdown.
  • Auto-create: Let LedgerPort create new items in your accounting software when it encounters unmapped products.

Variants & Bundles

Product variants (size, color, material) can be mapped individually or grouped under a single parent item. Bundles are automatically expanded into their component items if your store supports it.

Tip: Use consistent SKUs across platforms to minimize manual mapping. A naming convention like BRAND-CATEGORY-VARIANT works well.

Tax Code Mapping

Tax mapping ensures that the sales tax, VAT, or GST collected on each order is posted to the correct tax agency in your ledger.

How LedgerPort Handles Tax

  1. Tax line items are extracted from each order (rate, jurisdiction, amount).
  2. LedgerPort matches the tax name/rate to your accounting software’s tax codes.
  3. If no match is found, the transaction is flagged for manual review.

Multi-Jurisdiction

If you sell across states or countries, orders may have multiple tax line items. LedgerPort maps each one independently — state tax to one agency, county tax to another, etc.

Review and adjust tax mappings in Mappings → Tax Codes.

Customer Mapping

Customer mapping controls how buyer information from your store translates to customer records in your accounting software.

Mapping Modes

  • Individual customers: Each unique buyer gets their own customer record in your ledger. Matched by email address.
  • Consolidated: All orders post under a single generic customer (e.g., “Shopify Sales”). Simpler for high-volume stores.
  • Hybrid: Registered customers get individual records. Guest checkouts consolidate under a generic customer.

Choose your mode in Mappings → Customers. The hybrid mode is recommended for most stores.