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Field transforms allow you to format the data as it is read from the incoming file. Examples of transforms at this phase of an import are:
Transform | Description |
|---|---|
Case Conversion | Allows you to convert the file's data to upper, lower, or title |
Conditional | Perform conditional logic based on a comparison |
Date Conversions | Format a date/time |
Regex | Use regular expressions to format data |
Substitute | Replace incoming data |
Time | Convert to 24 hour format |
Trim | Remove white space left or right of the data |
Mapping Transforms
Mapping transforms are used to format data before importing as a platform object. Transforms can be applied to single fields or used to combine fields. The results of a transform can also be mapped to a property of a LogiSense Billing object, chained together using another transform, or both at the same time! Thus, it is possible to map many input fields into a single field in the platform or map a single input field into many LogiSense Billing fields.
Transform | Description |
|---|---|
Combine | Combines multiple input fields into a single string with formatting |
Formula | Apply a formula to a input value or combination of input values |
Literal | Default the value of the LogiSense Billing property |
Map | Uses a data map to import file values to values that are valid in the platform |
Map to ID | Uses a data map to import file values to an ID in LogiSense Billing |
Match
Finds the system ID by name using the import field value