Direct answer

Mappd prepares an edited Excel sheet for Salesforce import by renaming Account to Account Name and Opportunity to Opportunity Name, reformatting Close Dates to ISO 8601, stripping the currency prefix from Amount, and trimming the rest. Processing is client-side. Typical run time: 2 minutes.

10 minmanual work
2 minwith Mappd
Freeto start
Client-sidefile never uploaded
Recipes → Sales
Sales · Excel → Salesforce

Edited Excel sheet into Salesforce — recipe

Built for RevOps / Sales Ops teams
10 min → 2 min
Free to use
Load this recipe free → Watch it work
Go from 10 min manual work to 2 min with Mappd.

The problem

You exported the pipeline, edited it in Excel, and now need it back in Salesforce. But the spreadsheet has friendly headers like "Account" and "Opportunity", DD/MM dates, and £-prefixed amounts — and the Data Import Wizard wants Salesforce field names, ISO dates and plain numbers.

What Mappd does

Mappd maps your working spreadsheet's columns back to Salesforce's field names, reformats dates to ISO 8601 so the importer parses them, strips the currency prefix from Amount, and trims every value — giving you a file the Data Loader or Import Wizard accepts on the first pass.

Column transformations

Account → Account Name (trimmed)
Opportunity → Opportunity Name (trimmed)
Stage → Stage (trimmed)
Close Date → Close Date (ISO 8601)
Amount → Amount (currency stripped)
Owner → Owner (trimmed)
Type → Type (trimmed)

How to use this recipe

1. Click "Load this recipe free" above — or watch the live demo first.
2. Drop your Excel export into Mappd.
3. The column mapping loads automatically — adjust anything you need.
4. Review the change summary, then download your Salesforce-ready file.

Use this recipe

Free for files under 5 MB. No card required.

Load recipe → Watch the demo →
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CategorySales
Time before10 min
Time after2 min
AudienceRevOps / Sales Ops

Common questions

How do I import a Excel export into Salesforce?

Mappd prepares an edited Excel sheet for Salesforce import by renaming Account to Account Name and Opportunity to Opportunity Name, reformatting Close Dates to ISO 8601, stripping the currency prefix from Amount, and trimming the rest. Processing is client-side. Typical run time: 2 minutes.

What columns does this recipe rename?

Account → Account Name (trimmed). Opportunity → Opportunity Name (trimmed). Stage → Stage (trimmed). Close Date → Close Date (ISO 8601). Amount → Amount (currency stripped). Owner → Owner (trimmed). Type → Type (trimmed).

Does my file get uploaded to a server?

No. The conversion runs in your browser. Your data is only sent to Mappd if you save the conversion to your history.

Is this free?

Yes. Mappd is free for three saved recipes and unlimited rows. No card required. Pro+ adds AI column matching for non-standard exports and cell-level editing.