Transformations
A transformation converts a value from your import file into the value the system expects — for example, turning a country name like "Switzerland" into its ISO 3166-1 alpha-2 code ("CH"). Attach it to a field in a profile's Field mapping step — see Import Profiles.
One transformation can be reused across several profiles and fields — you don't need to recreate the same conversion for every profile.
The transformations list
Each row lists one transformation:
| Column | Description |
|---|---|
| Transformation name | The name of the transformation. |
| Description | An optional description. |
Filter the list by name or description.
Step 1 — Information
Set the transformation's name, an optional description, and Allow unknown source values.
Step 2 — Field mapping
Add one or more rules, each pairing an Initial value with a New value — both are required, though a transformation can be saved with no rules at all. Matching is exact and case-sensitive, so a rule for "Switzerland" does not fire for "switzerland". When the import encounters the initial value in the source file, it is replaced with the new value before the record is imported; a value that matches none of the rules, or a field with no transformation attached, passes through unchanged. If the profile's multiple value delimiter applies to the field, the rule is matched against each value separately.
Attaching a transformation to a profile
Attach a transformation to any field in a profile's Field mapping step, the same way as in CSV File Import and XML File Import. The same transformation can serve several profiles and several fields at once.
Duplicating a transformation
Use Duplicate to create a copy of a transformation with all its value pairs. The copy starts with the same name as the original, so rename it before saving — creating a transformation with a name that already exists is rejected.
Who can edit
Editing and deleting a transformation require administrator rights. Creating and duplicating a transformation do not.