Mapping Overview

Last Updated: 07/17/23

Applies to:

MigrateMyCRM Users, trying to get the most from the mapping functionality.

Solutions Overview:

Explanation of the options and functions, available through the mapping functionality.

Tactical Rundown:

Label(s)	Description(s)
Search	Ability to search for a field
Filters	Ability to filter view by selected parameters
Sort by	Ability to filter by field priority (default) or field utilization
Refresh Fields	Ability to pull in latest field data from source and target CRM
Unmapped Fields	Ability to view all unmapped source fields and then map to target field or create new one
Custom Fields	Ability to view, create and map all custom source fields on target if the CRM's API allows for it
Note	Ability to add or delete a note to the corresponding field
Test Mode	Ability to preview what a mapped record will look like in the target CRM before a sample or full migration for accuracy
Save	Ability to save mapping configurations
Versions	Ability to switch between mapping versions
Reset	Ability to reset field mapping configurations to the default settings
Get Data Examples	Ability to fetch a random set of data examples for a specific field
Change Options	Ability to change options related to the conversion process
Field Usage	Ability to re-collect usage of the object fields
Unique Values	Ability to calculate field values and convert this field to a dropdown format
Formats	Ability to provide powerful format functionality to apply toward field values during the data converting process
Import Mapping	Ability to import mapping from the other migration to the current one
Export Mapping	Ability to export mapping from this migration for importing to the new one in JSON-format
Clear Mapping	Ability to remove mapping settings for the selected object
Automap Unmapped	Ability to map fields that are not mapped using default Wizard functionality
Override fields	Ability to override fields
Complex config	Ability to set up the complex settings for the fields in the selected object
Create Preset	Ability to create a new preset for the selected object

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