The problem
Xero and Salesforce use completely different column names. Every time you export invoices from Xero and need them in Salesforce, you spend 30–45 minutes renaming columns, reformatting dates, and converting currencies.
What Mappd does
Mappd maps your Xero export columns to Salesforce field names automatically. It converts dates to ISO format, converts GBP amounts to USD at the live rate, and drops any columns Salesforce doesn't need.
How to use this recipe
1. Click "Load this recipe free" above — or watch the live demo first.
2. Drop your Xero export file into Mappd.
3. The column mapping loads automatically — adjust anything you need.
4. Review the change summary, then download your transformed file.
Column transformations
Common questions
How do I convert a Xero export to Salesforce format?
Mappd converts Xero invoice CSV exports to Salesforce opportunity format by remapping ContactName to Account Name, InvoiceNumber to Opportunity Name, reformatting DueDate to ISO 8601 (YYYY-MM-DD) as Close Date, and stripping the currency symbol from UnitAmount into Amount. Processing is client-side. Typical run time: 2 minutes.
What columns does this recipe rename?
ContactName → Account Name. InvoiceNumber → Opportunity Name. DueDate → Close Date (ISO format). UnitAmount → Amount (currency symbol stripped).
Does my file get uploaded to a server?
No. All processing happens entirely in your browser. Your file's 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. Free to use, with no card required. Pro (£15/month) lifts the recipe limit and keeps your last 50 conversions. AI column matching is on Pro+ (£25/month).