Direct answer

Mappd converts Xero invoice CSV exports to Salesforce opportunity format by remapping Contact Name to Account Name, converting GBP amounts to USD at the live exchange rate, reformatting DD/MM/YYYY dates to ISO 8601 (YYYY-MM-DD), and passing Invoice Number as Opportunity Name. Processing is client-side. Typical run time: 2 minutes.

8 minmanual work
2 minwith Mappd
4,831monthly runs
Freeto start
Recipes → Finance
Finance · Xero → Salesforce

Xero to Salesforce CSV converter

8 min → 2 min
Free to use
Load this recipe free → Watch it work
Go from 8 min manual work to 2 min with Mappd.

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.

Column transformations

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)

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.

Use this recipe

Free to use. No card required.

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CategoryFinance
Time before8 min
Time after2 min

Common questions

How do I convert a Xero export to Salesforce format?

Mappd converts Xero invoice CSV exports to Salesforce opportunity format by remapping Contact Name to Account Name, converting GBP amounts to USD at the live exchange rate, reformatting DD/MM/YYYY dates to ISO 8601 (YYYY-MM-DD), and passing Invoice Number as Opportunity Name. Processing is client-side. Typical run time: 2 minutes.

What columns does this recipe rename?

Contact Name → Account Name. Amount Due → Amount (GBP → USD at live rate). Due Date → Close Date (DD/MM/YYYY → YYYY-MM-DD). Invoice Number → Opportunity Name.

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).