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Custom field mapping becomes a major headache during CRM migrations when your source system has fields that don’t exist in the destination platform. You need a way to transform, validate, and map these fields without losing critical business data.
Here’s how to create flexible field mapping templates that handle custom field mismatches and give you complete control over your migration process.
Transform custom fields with mapping templates using Coefficient
Coefficientserves as a powerful intermediary for handling custom field mapping challenges during CRM migrations. Instead of wrestling with direct API transfers or basic CSV imports, you can use spreadsheets to create sophisticated mapping logic that transforms your custom fields to match the destination system’s requirements.
How to make it work
Step 1. Export your source CRM data to Google Sheets or Excel.
SalesforceSalesforcePull your records fromorusing Coefficient’s direct connection. This gives you all your custom fields in a spreadsheet where you can work with them using familiar formulas and logic.
Step 2. Create your field mapping template.
Build a mapping table with three columns: source field names, destination field names, and transformation rules. Use VLOOKUP or INDEX/MATCH formulas to automatically apply these mappings to your entire dataset. This template becomes reusable for future migrations or data updates.
Step 3. Add conditional logic for complex transformations.
Handle data type mismatches with IF statements and nested formulas. For example, convert text values to picklist options, standardize date formats, or combine multiple source fields into single destination fields. Build validation rules that flag records needing manual review before export.
Step 4. Preview and validate before export.
Use Coefficient’s preview functionality to see exactly what will happen to each record before pushing data to your destination CRM. This catches mapping errors early and shows you which records will succeed or need attention.
Step 5. Export with UPSERT actions.
Configure Coefficient to create new properties in your destination system when needed, or update existing records with your transformed data. The UPSERT functionality handles both scenarios automatically, and detailed error tracking shows you exactly which records succeeded or failed.
Take control of your CRM migration
Start buildingCustom field mapping doesn’t have to derail your migration timeline. With proper transformation templates and validation workflows, you can handle even complex field mismatches systematically.your field mapping solution today.
