Show it once. Then just drop.

Clean one export by hand like you always do. Dropdone learns the rules behind your cleanup, not the row numbers, so next week's export comes out the same way.

Swipe through the 4 steps →

1Setup · once

Show it once

Clean one export by hand like you always do. Give Dropdone the before and after.

XLSXClient_Services_0302.xlsx

C5fx Smith, JOHN

ABCDEFGHI

1CLIENT SERVICES REPORT

2Program: All SitesRun date: 03/09/26 08:14

4CLNT_IDCLNT_NMSTATSVC_DTAMT

510482 Smith, JOHN Active03-02-26$1,200.00

610483garcia, mariaWithdrawn03-02-26

710484LEE, DAVID Active03-03-26$300.00

9Confidential: contains client informationPage 1 of 2

11CLNT_IDCLNT_NMSTATSVC_DTAMT

1210485Patel, ANITAWithdrawn03-04-26

1310486nguyen, tomActive03-05-26$450.00

15Confidential: contains client informationPage 2 of 2

Table 1Table 2

Swipe to see the whole sheet

2Setup · once

Review the steps

Every step in plain English, plus a context file of what each column means. Unsure? It asks one question.

Context file

Saved with the cleanup

Client ID: A 5-digit client number. Its header row starts with CLNT_ID, wherever that row lands.
Client Name: A person's name, exported as Last, First with stray spaces.
Status: Active or Withdrawn. Withdrawn clients are left out of your report.
Amount: Dollars stored as text. Blank for withdrawn clients.
Print clutter: Page _ of _, Confidential lines and repeated headers come from the PDF.

A macro remembers row 14. Dropdone remembers what a client ID looks like.

1Remove everything above the row that starts with "CLNT_ID"
2Remove empty columns
3Remove "Page _ of _" lines, "Confidential" lines, and repeated header rows
4Rename columns: CLNT_ID to Client ID, CLNT_NM to Client Name, STAT to Status, SVC_DT to Service Date, AMT to Amount
5Trim extra spaces and change Client Name to First Last, in title case
6Format Service Date as YYYY-MM-DD
7Turn Amount into a plain number
8Remove rows where Status is Withdrawn1 question
You removed 2 rows. Both say Withdrawn, and both have a blank Amount. Next week, should Dropdone remove a row like this?
Client ID Client Name Status Service Date Amount
10491 Rosa Diaz Active 2026-03-10 (blank)

Client ID	Client Name	Status	Service Date	Amount
10491	Rosa Diaz	Active	2026-03-10	(blank)

3Every run

Drop the next export

Next time, drag the new export onto its saved cleanup. Same result, no clicks.

4Every run

Verify

It checks the result against your workbook before saving anything.

Weekly Client Services Report

ran in 4 seconds

210client rows in the export

205rows in your workbook

Removed 3 junk rows at the top
Removed 3 empty columns
Removed 8 page breaks and repeated headers
Renamed 5 columns
Cleaned 210 names, formatted 210 dates, converted 210 amounts
Removed 5 rows where Status is Withdrawn (last week: 2)

Checked against your workbook: columns, order, and value types match.

Updated Client Services.xlsx, Data sheet. Your Summary tab updated too.

01Show it once