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The Join function allows you to merge values from two or more source CRM fields into a single text field in your target CRM. This is especially useful when consolidating complex schemas into a more streamlined setup during migration.
Why Use the Join Function?
In many older CRMs, data may be spread across multiple fields—for example, from various custom form inputs. When moving to a new CRM with a simplified or more standardized schema, you may prefer consolidating this data into a single field rather than recreating all the original fields.
A common use case is combining several form-related fields into a single Description or Notes field. While these original forms may no longer be relevant or needed in your new CRM, the data they collected could still provide valuable context. Rather than losing this information—or asking customers to re-enter it—you can retain it by joining those fields into one.
How to Use the Join Function
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Map the first source field
Start by mapping one of your source CRM fields to the appropriate target field. -
Access the Join function
Click the "Functions" button and select Join.
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Add additional fields
Select another field from your source CRM that you want to combine and click Apply.
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Include more fields (if needed)
To join more than two fields, click the plus (+) button and repeat the selection process.
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Set your separator
Define how the field values should be separated in the target CRM.
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By default, the separator is
; -
You can use any symbol or tag
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To insert each value on a new line, use the HTML tag
<br> -
Most CRMs that support HTML will correctly render line breaks
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Final Configuration and Tips
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The order of the fields matters. Data will be imported in the order they are listed from source to target.
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You can rearrange the fields on the left (source) side using the up/down toggle to prioritize specific values.
By using the Join function, you can preserve important historical data while keeping your new CRM schema clean and efficient.