Does my file get sent to a server?

No. All processing is client-side in the browser. Your Salesforce report data never leaves your computer.

Salesforce report → Google Sheets tidier

The problem

Salesforce report exports come out with Excel-style column headers ("Account Name", "Opportunity Name"), mixed-case picklist values, currency symbols on Amount, and dates in DD/MM/YYYY. Pasting that into a weekly Google Sheets dashboard breaks every formula that references uppercase Stage values or an ISO date.

What Mappd does

Mappd renames the headers to short, formula-friendly column names, uppercases the Stage picklist for consistent lookup, converts Close Date to ISO 8601 so Sheets date functions work, and strips currency symbols from Amount so SUM() returns a number. The result is a CSV that drops into your weekly Sheet without breaking anything.

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. Export your Salesforce report as CSV from the report's Export action.
3. Drop it into Mappd. The mapping loads automatically — adjust if your report has extra columns.
4. Review the change summary, then paste the cleaned CSV into your weekly Sheet.

Common questions

How do I clean a Salesforce report for a Google Sheet?

Mappd renames Account Name to Account, Opportunity Name to Opportunity, uppercases the Stage picklist, converts Close Date to ISO 8601, and strips currency symbols from Amount. Processing is client-side. Typical run time: 3 minutes.

Will this work for any Salesforce report?

The recipe handles the standard opportunity-report columns. If your report includes custom fields or unusual picklists, you can edit the mapping inline — or upgrade to Pro+ (£25/month) for AI column matching that handles custom Salesforce schemas.

Does my file get uploaded to a server?

No. All processing happens entirely in your browser. Your Salesforce data never leaves your computer.

Is this free?

Yes. Mappd is free for three saved recipes and unlimited rows. No signup required for files under 5 MB. Pro+ (£25/month) adds AI column matching and cell-level editing for non-standard schemas.