Mapping Overview

Last Updated: 10/13/22

Applies to: 

  • Migration Wizard Users

Solutions Overview: 

Label(s) Description(s)
Search Ability to search for a field
Filters Ability to filter view by selected parameters
Sort by Ability to filter by field priority (default) or field utilization
Refresh Fields Ability to pull in latest field data from source and target CRM
Unmapped Fields Ability to view all unmapped source fields and then map to target field  or create new one
Custom Fields Ability to view, create and map all custom source fields on target if the CRM's API allows for it
Note Ability to add or delete a note to the corresponding field
Test Mode Ability to preview what a mapped record will look like in the target CRM before a sample or full migration for accuracy
Save Ability to save mapping configurations
Versions Ability to switch between mapping versions
Reset Ability to reset field mapping configurations to the default settings
Get Data Examples Ability to fetch a random set of data examples for a specific field
Change Options Ability to change options related to the conversion process
Field Usage Ability to re-collect use percentage of the corresponding field
Unique Values Ability to calculate field values and convert this field to a dropdown format
Formats Ability to provide powerful format functionality to apply towards field record values during data converting process

Still Need Help?

Please submit an inquiry on the contact page, email, or reach out via chat.