What Mappd does for this workflow

Mappd converts Xero CSV and Excel exports to Salesforce format by remapping column names, reformatting dates, and converting currency values. For this workflow: Contact Name → Account Name; Amt Due → Amount (GBP → USD, live rate); Due Dt → Close Date (DD/MM → ISO). Processing is entirely client-side — no file data is transmitted to a server. Typical run time: 2 min.

5 source columns handled
4 transforms applied
2 min typical run time
Free to use
Finance · Xero to Salesforce

Xero → Salesforce, done in seconds.

Upload your Xero export. The column mapping loads automatically. Download the Salesforce-ready file in 2 min.

"You export invoices from Xero every week. Salesforce needs completely different column names, ISO dates, and USD amounts. You spend 45 minutes fixing it manually. Every single Monday."

Try it on my file → See what it does

Free to use · No card required · Processing in your browser

Go from 8 min manual work to 2 min with Mappd.
01
02
03
04

Scroll to continue ↓
v2.4
Change summary
5 columns mapped to Salesforce Opportunity schema
Stage column injected with default value (required field)
3 dates reformatted DD/MM → ISO 8601
Download salesforce-import.csv

Column transformations applied

Contact Name → Account Name (trimmed)
Invoice Number → Opportunity Name (trimmed)
Due Date → Close Date (ISO 8601)
Total → Amount (currency prefix stripped)
Stage (injected) → Set default value: Prospecting (Salesforce requires it)

Frequently asked questions

How do I convert a Xero export to Salesforce format?

Upload your Xero CSV or Excel file to Mappd. The Xero to Salesforce recipe loads automatically and maps your columns. Review the changes and download the converted file. The process takes under 2 min.

What columns does this recipe rename?

Contact Name → Account Name. Amt Due → Amount (GBP → USD, live rate). Due Dt → Close Date (DD/MM → ISO). Ref No. → Opportunity Name.

Does my file get uploaded to a server?

No. All processing happens entirely in your browser using client-side JavaScript. Your file's data is only sent to Mappd's servers if you save the conversion to your history, and you can delete it any time.

Is this free?

Yes. Mappd is free to use, with no card required. The free tier includes 3 saved recipes and unlimited rows. Pro (£15/month) lifts the recipe limit and keeps your last 50 conversions. AI column matching is on Pro+ (£25/month).

What file formats does Mappd support?

CSV, TSV, XLSX, XLS, and ODS. Mappd handles encoding issues common in Xero exports, including Latin-1 encoding, title rows above the header, and blank rows in the data.

Try it on your actual file.

The Xero to Salesforce recipe loads automatically. Drop your file and it maps in 2 min.

Open Mappd with this recipe →

Free to use · No card required · See pricing