Last Updated: 07/17/23
Applies to:
- Migration Wizard Users, trying to get the most from the mapping functionality.
Solutions Overview:
Explanation of the options and functions, available through the mapping functionality.
Tactical Rundown:
| 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 usage of the object fields |
| Unique Values | Ability to calculate field values and convert this field to a dropdown format |
| Formats |
Ability to provide powerful format functionality to apply toward field values during the data converting process |
| Import Mapping |
Ability to import mapping from the other migration to the current one |
| Export Mapping |
Ability to export mapping from this migration for importing to the new one in JSON-format |
| Clear Mapping |
Ability to remove mapping settings for the selected object |
| Automap Unmapped |
Ability to map fields that are not mapped using default Wizard functionality |
| Override fields |
Ability to override fields |
| Complex config |
Ability to set up the complex settings for the fields in the selected object |
| Create Preset |
Ability to create a new preset for the selected object |
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