Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Add conditional field

Create a new field with the value of the selected field. When the value of that field is empty, the value of the fallback field will be used.

Add field

Add a new field with a fixed value.

Append text value

Allows prepending and appending text to field values

Clean field

Cleans a text field using a specific cleaning option. All cleaning options include white space, commas and periods.
Clean number removes all non-digit characters.
Clean text removes all special characters like dashes and dots.
Convert to a numeric value (whole number) removes all non-digit characters and leading zeros from the input value and treats it as a number. The maximum value for that number is 2147483647.

Copy field

Can be used for when you want one field from the source to map to multiple fields in the destination (for example: address which can be both visit and postal).

Current date time

This transformation can be used to fill a field with the current date and time

Find Pattern

Find and extract the value from the field using the regular expression search pattern. Example: the ID between parentheses should be extracted from "Doe, John (AB12345)"

Format text value

Formats the value in the field.

Map listConverts each possible value of an input field into an item from a specific list in the destination. More info

Merge fields

Merges the input fields into newly defined output fields.

Remove fields

Prevents the selected fields from appearing in the output.

Rename fields

Renames the title of the field and leaves the value unchanged.

ReplaceIf the field matches the specified value it will be replaced by a new value. For example: if the input value is 'OK' it can be replaced by 'TRUE' and used to turn interests on.

Note: The replace transformation is removed, users are supposed to use the Map list transformation instead

Skip

If the field matches the specified value the record will be skipped

Split field

Splits a field with a separator and adds a new field with the selected segment(s)

You can find a detailed description of this transformation here

Switch fieldsUse this transformation to configure which field to import the value from depending on the value of another field.

...

The result can be seen in the Configure Fields page.

Replace

In this example, the values in the column Partner will be replaced when they match the value OK. This value will be replaced with True. This True value can be used to turn on interests in SuperOffice.

Image Removed

On the Configure fields page, you can see the result of the replace transformation.

Image Removed

Skip

With this transformation, you can choose to skip a record when a specified value is matched.

...