How to Use the Cascade Function for Data Migration

The Cascade function is designed to simplify your data migration process when moving from a CRM with multiple individual fields to a new CRM that supports multi-value fields. It helps you avoid duplicating the old CRM’s complex schema and instead take full advantage of the native structure in your new CRM.

When to Use the Cascade Function

Consider a scenario where your source CRM allows multiple email addresses per contact, each with a designated type (e.g., personal, work, other). These are often stored across separate fields. In contrast, a CRM like HubSpot supports a single email field that accepts multiple values. Rather than creating dozens of separate email fields, you can use the Cascade function to map all relevant email data into a single, multi-value field. This approach also improves data integrity by enabling native features like deduplication.

How to Set Up the Cascade Function

1. Start with your primary field
   Map one of your source fields to the corresponding target field in your new CRM.

2. Access the Cascade function
   Click the "Functions" button, then select Cascade.
   
   
3. Add additional source fields
   In the popup window, use the plus (+) button to add more fields from your source CRM. Select each field and click Apply.
   
   
4. Handle single-value target fields (if necessary)
   If your target field does not support multiple values, you’ll need to add corresponding fields on the right (target) side for each source field.
5. Perform the same actions as in #3.

Here's how your function mapping will look like: 

Final Configuration and Tips

• The order of the fields matters. Data will be imported in the order they are listed from source to target.

• You can rearrange the fields on both sides using the up/down toggle to prioritize specific values.

By using the Cascade function correctly, you ensure a cleaner, more efficient migration that aligns with your new CRM’s capabilities.