Add source data translation tables to the Import function

Currently, if you import data from an external source system into BCRM any imported code table values in the source file must match the permitted values in BCRM. This creates a problem when importing data from external source systems that use different values to represent the same attribute. For example, CRM is set-up to use "Male" and "Female" for gender. One customer data provider uses "M" and "F" in the data file they provide. Another supplier uses "0" and "1". Currently the source data has to be modified outside the CRM system before being imported. Ideally, it would be possible to import the data unmodified from the two different sources and use a translation table to translate the values to the permitted CRM values as part of the Import routine. The translation tables should be: - Maintainable by an administrator - Allow the same value from two different external data providers to be mapped to different values within CRM. E.g supplier 1 uses "0" = Male and "1" = Female, supplier 2 uses "1" = Male and "2" = Female.
  • Guest
  • Jun 29 2015
  • Shipped
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Reported Version
  • Feb 14, 2019

    Admin Response

    This was shipped in the first release of Bulk Import in Q2 2018.  Bulk Import is available to the majority of our hosted customers.

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