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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Contact field conversion requires more than simple copy-and-paste because different CRMs use different data types, formats, and field structures. Your source system’s contact fields need transformation to match your destination platform’s contact property requirements.
Here’s how to create comprehensive field conversion workflows that handle data type mismatches, format standardization, and validation to ensure clean contact migrations.
Transform contact data with advanced field mapping using Coefficient
Coefficientprovides excellent capabilities for field conversion through advanced field mapping and data transformation features. The key advantage is testing and refining mappings iteratively before committing to full-scale migration.
How to make it work
Step 1. Create comprehensive field mapping tables.
SalesforceSalesforceBuild mapping tables in Google Sheets or Excel linking your source contact fields toorcontact properties. Include data type requirements, format specifications, and validation rules for each field to ensure accurate conversion.
Step 2. Handle data type conversions with formulas.
Use spreadsheet formulas to convert text to picklist values, standardize number formatting, and normalize date formats. Create conditional logic that transforms your source data types to match your destination system’s field requirements exactly.
Step 3. Apply conditional logic for complex transformations.
Build nested formulas that handle complex field relationships like combining multiple source fields into single destination fields, or splitting single fields into multiple properties. Document these transformation rules for future reference and troubleshooting.
Step 4. Standardize formats for key contact data.
Transform phone number formats, email standardization, and name field consistency using spreadsheet functions. Convert labels and tags to contact lists or custom properties that align with your destination system’s structure.
Step 5. Test conversions with preview functionality.
Use Coefficient’s preview functionality to validate field mappings before export. Process small batches first, review results in your destination system, adjust mapping logic as needed, then scale to full migration with confidence that conversions work correctly.
Ensure accurate contact data conversion
Start convertingContact field conversion sets the foundation for all your customer relationship data. With systematic transformation and iterative testing, you can ensure your contact properties transfer accurately and maintain data integrity throughout migration.your contact fields today.
