Last Updated: 07/17/23
- Migration Wizard Users, trying to get the most from the mapping functionality.
Explanation of the options and functions, available through the mapping functionality.
|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|
Ability to provide powerful format functionality to apply toward field values during the data converting process
Ability to import mapping from the other migration to the current one
Ability to export mapping from this migration for importing to the new one in JSON-format
Ability to remove mapping settings for the selected object
Ability to map fields that are not mapped using default Wizard functionality
Ability to override fields
Ability to set up the complex settings for the fields in the selected object
Ability to create a new preset for the selected object
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