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

Date can be aligned in the format that you like and a way to ensure it fits to your fields in CRM.

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 are placed correctly in CRM.

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