Configure Data Transformation

Configure Data Transformation

Data Transformation changes supported values before the mapping stages that follow. Each rule uses Target Field -> Operator -> Value.

Configure a transformation

1. Expand Data Transformation.
2. Select an entity and click Add Rule.
3. Select the Target Field whose value should change.
4. Select the Operator that defines the transformation.
5. Enter the required Value when the selected operator uses one.
6. Add another rule to the same entity when additional transformations are required.
7. Repeat for other entities as needed.

Example: add a prefix to Product names

To add 2026 before migrated Product names, configure:

Setting	Value
Entity	Products
Target Field	Name
Operator	Prefix
Value	"2026 "

The Value is the exact string "2026 ", including the trailing space after 2026. A Product name such as Jacket therefore becomes 2026 Jacket instead of 2026Jacket.

Field types and operator labels

The selected Target Field determines its Field Type, and the Field Type determines which Operator Labels are available in the Operator dropdown. Use the visible Operator Label that matches the transformation you want to apply.

Field Type	Available Operator Labels	Typical use
text	Prefix, Suffix, Uppercase, Lowercase, Set value	Add or normalize text, or replace the value with an explicit value.
number	Add (+), Subtract (-), Multiply, Divide, Set value	Apply supported arithmetic changes or set an explicit numeric value.
date	Add days, Subtract days, Add months, Subtract months, Add years, Subtract years, Set value	Shift or replace a date value.
datetime	Add minutes, Subtract minutes, Add hours, Subtract hours, Add days, Subtract days, Add months, Subtract months, Add years, Subtract years, Set value	Shift or replace a date-and-time value.
boolean	Set true, Set false	Set a supported true/false value explicitly.

Select the operator by its visible label. If the required transformation is not available for the selected Field Type, do not substitute a superficially similar operator. Define the requirement through Custom Service instead.

Verify the transformation

Before continuing, confirm that the selected Target Field, Operator, and Value produce the intended change and that literal text includes required spaces or punctuation. After a Demo or Full Migration, inspect representative records that exercise the rule and compare the migrated value with the expected result.

If the result is incorrect, review the field type, operator, exact input value, and rule order. When several transformations affect the same value, verify the intermediate outcome expected after each rule. If the required change cannot be expressed with the supported transformation operators, route the requirement through Custom Service instead of substituting a different operation.

Rule order and removal

Transformation rules inside an Entity Transformation run from top to bottom. An earlier transformation can change the value received by a later rule, so review dependent transformations in sequence.

• Click x to remove an individual rule.
• Use the remove control for the Entity Transformation to delete the entire transformation group.

Transformation happens before mapping

When Advanced Data Mapping or Advanced Database Mapping is also included, those stages receive the value produced by the applicable Data Transformation rules.

Next Steps

If Advanced Data Mapping is included, configure it next. Otherwise continue to the next included Add-on shown in Add-ons.