Data transformation is an easy way to transform data from the data source so it fits your CRM solution. Imagine that you have ‘Y’ and ‘N’ in your data source, but you want to replace them with a ‘Yes’ or ‘No’ in your CRM solution. We offer a wide range of data transformation possibilities. Another one is the ‘Empty Spaces’ functionality that removes spaces in a data source field before it is imported to CRM.

Dates can be aligned to the format that you prefer and in a way that ensures it fits to the fields in your CRM system.

Regular expression is another advanced possibility in Import Manager for your data transformation.

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This is an easy way to map data from a data source into a picklist in CRM. It saves you a lot of time and ensures that data is placed correctly in CRM.

We suggest you ‘play’ with the transformations in a test environment before you do live data migrations.