Transformations

Transformations clean up extracted values before they are written into mapped fields. Use one when the captured value is close to correct, but still needs help.

Common examples:

• A date is captured as 20241225, 12/25/2024, or 25.12.2024
• An amount is captured as 1,234.56 or 1.234,56
• A code is buried inside longer text such as Reference: ORD-10452
• A name needs to be converted into a record code with a lookup

You create a transformation once, test it, then reuse it in field mappings.

Start here

• Create and test transformations explains where to find them, how to create them, and where to test them reliably.
• Format dates and numbers covers the date and number cleanup types.
• Clean and extract text covers text case, text replace, and regex extraction.
• Look up values covers generic lookups, specialized lookups, and current limits.

Related setup

• Field mapping for assigning a saved transformation to a mapped field.