DocTransform
Log InSign Up

Fix the file once. Import it clean, every week.

Turn the export from one system into the file another one accepts: Salesforce, HubSpot, Shopify, QuickBooks. Keep the fix for next week's export.

Fix your first fileSee how it works

Free plan, no card. DocTransform makes the file and you upload it. It never connects to your systems, and the file you upload is deleted from our server after 30 minutes of inactivity.

salesforce_leads.csv
CompanySignedPhoneContactEmailCountry
Acme GmbH 107.03.20262151 23456783Lena Vogellena.vogel@acme.exampleDE
Acme GmbH47 Mar 2026151 2345678Lena Vogellena.vogel@acme.exampleDE
Nord AS2026-03-09+4791234567Ole Bergole.berg@nord.exampleNO
  • 1 Stray space in Company
  • 2 Date Salesforce can't read
  • 3 Phone missing its country code
  • 4 Duplicate lead

Rejected by Salesforce · 4 problems

Why the import goes through

Big, messy files in. Files your system accepts out.

Every row, not a sample

Thousands of rows and dozens of columns, every cell checked.

12,480of 12,480 rows checked
0problems left

Reads each column’s own number style

A dot or a comma means different things in different countries. Each column is read the way it was written.

  • Amount1.234,56 €European money
  • Price1,234.56US number
  • Units1 200Space for thousands
  • Rate3,5Comma for decimals

Deleted soon after you go

When you stop working, our copy of your file is deleted within 30 minutes. Your edits stay in your browser.

Starts when you leave

20 kinds of data, each checked against the format your destination reads

  • Date07.03.20262026-03-07
  • Phone600 123 456+34600123456
  • Money1.234,56 €1234.56
  • Email Lena@ACME.examplelena@acme.example
  • IBANes91 2100 0418 4502 0005 1332ES91 2100 0418 4502 0005 1332
  • TextAcme GmbH Acme GmbH
  • Decimal3,53.5
  • Whole number1 2001200
  • Date & time05/02/2026 09:392026-02-05 09:39:00
  • Time2:05 PM14:05
  • Yes / noJatrue
  • Value listDeutschlandDE
  • Websiteacme.exampleflagged for you
  • Image linkhttp://acme.example/a.pnghttps://acme.example/a.png
  • ID0012300123
  • Code ab-12 AB-12
  • SKU00042SKU-00042
  • Card number4111 11abflagged for you
  • National ID12345678z12345678Z
  • IP address256.0.0.1flagged for you
Where the file is going

Every import has its own rules. We check them for you.

Four common imports, the rules each one checks, and the fixes that get a real export through.

  • Salesforce

    12,480 leads
    • No stray spacesAcme GmbH becomesAcme GmbH
    • Dates in one format07.03.2026becomes2026-03-07
    • Clean email addresses Lena@ACME.examplebecomeslena@acme.example
    • One row per leadAcme GmbH · lena@acme.examplebecomesremoved
    Rules from Salesforce’s help centreRead the Salesforce guide

  • HubSpot

    8,204 contacts
    • Phone as +[country code][number]600 123 456becomes+34600123456
    • Several values split by semicolonsNewsletter, EventsbecomesNewsletter;Events
    • Clean email addressesInes@SolyMar.examplebecomesines@solymar.example
    • One contact per emailines@solymar.example · Ines Ruizbecomesremoved
    Rules from HubSpot’s help centreRead the HubSpot guide

  • Shopify

    3,516 products
    • Every product needs a title(empty)becomesflagged for you
    • Prices as plain numbers€19,90becomes19.90
    • Fulfillment service filled in(empty)becomesmanual
    • Inventory counted as a number1 200becomes1200
    Rules from Shopify’s help centreRead the Shopify guide

  • QuickBooks

    950 transactions
    • Dates in one format03.07.2026becomes03/07/2026
    • Amounts as plain numbers-1.200,00becomes-1200.00
    • Only Date, Description, AmountSaldo · 8.430,12becomesremoved
    • No subtotal rowsZwischensumme · -4.980,50becomesremoved
    Rules from QuickBooks’ help centreRead the QuickBooks guide

Salesforce, HubSpot, Shopify and QuickBooks are trademarks of their owners. DocTransform is not affiliated with them.

How it works

A couple of minutes the first time. One click every week after.

Upload the spreadsheet you get every week. Fix it once, save your fixes, and from then on it takes one click.

Week 1

A couple of minutes
  1. New file
    salesforce_leads.csv12,480 rows · 38 columns
    CompanyTextSignedDatePhonePhoneContactEmail+34 more

    Our copy deleted after 30 min idle

    01

    Upload your file

    Any CSV or Excel file, even with thousands of rows. We recognise dates, phone numbers, emails and amounts automatically.

  2. salesforce_leads.csv
    02

    Fix what's wrong

    We point out every problem, like a date in the wrong format or a phone number missing its country code. You fix them in a spreadsheet you already know how to use.

  3. Your file
    leads_import.csvReady for Salesforce
    Import complete12,431 leads imported · 0 errors
    03

    Download a clean file

    Ready to upload to Salesforce, HubSpot, Shopify or QuickBooks, and accepted the first time.

Every week after

One click
Saved fixes
Salesforce leads312 fixes · saved Mar 7 Run
  1. Mar 14 58 s
  2. Mar 211 new problem
  3. Mar 28 52 s

Next week, one click

Your fixes are saved. Upload the new file, press Run, and you only check what's new.

  • Week 212,615 rows · 58 s
  • Week 31 new problem
  • Week 412,702 rows · 52 s
  • Week 512,690 rows · 49 s
Fix your first file Free plan, no card. Nothing to install.

Frequently asked questions

No. It produces the file their import screens accept. You upload that file yourself, so no system credentials are ever needed.

Your rows are stored twice while you work: a copy in your browser (IndexedDB), which stays until you clear your browser data, and a session file on our server, which is deleted automatically 30 minutes after your last activity. Closing the tab or downloading your file doesn't trigger either deletion.

Run the saved template on the new file. If a column moved or a new value appears, the grid flags it before you download.

CSV, TXT, XLS, XLSX, JSON, YAML and YML files.

Yes. Create an API key from your account and call the Public API to start a run with a saved template. See the API docs for the full walkthrough.

Bring this week's export.

Free plan, no card.

Fix your first file