Direct answer

Mappd converts Salesforce report exports to a clean Excel layout by uppercasing Stage values for legible filtering, reformatting DD/MM/YYYY Close Dates to ISO 8601, stripping the currency prefix from Amount, and trimming Account and Opportunity names. Processing is client-side. Typical run time: 2 minutes.

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

Salesforce report → Excel tidier

Built for RevOps / Finance 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

Salesforce report exports arrive with mixed-case Stage picklists, DD/MM/YYYY Close Dates Excel mis-types as text, and £-prefixed Amounts that break SUMIFS. Fine inside the CRM. Awful in a workbook.

What Mappd does

Mappd uppercases Stage values so filters stay legible, reformats Close Dates to ISO 8601 so they sort correctly, strips the currency prefix from Amount so the maths works, and trims the rest — giving you a sheet that drops straight into your reporting template.

Column transformations

Account Name → Account (trimmed)
Opportunity Name → Opportunity (trimmed)
Stage → Stage (uppercased)
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 Salesforce export into Mappd.
3. The column mapping loads automatically — adjust anything you need.
4. Review the change summary, then download your Excel-ready file.

Use this recipe

Free for files under 5 MB. No card required.

Load recipe → Watch the demo →
Free forever · No credit card
CategorySales
Time before10 min
Time after2 min
AudienceRevOps / Finance

Common questions

How do I import a Salesforce export into Excel?

Mappd converts Salesforce report exports to a clean Excel layout by uppercasing Stage values for legible filtering, reformatting DD/MM/YYYY Close Dates to ISO 8601, stripping the currency prefix from Amount, and trimming Account and Opportunity names. Processing is client-side. Typical run time: 2 minutes.

What columns does this recipe rename?

Account Name → Account (trimmed). Opportunity Name → Opportunity (trimmed). Stage → Stage (uppercased). 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.