Data Transformation Types For Export

The following table provides information on the Data Transformation Types and the fields that must be configured for each of the Data Transformation Types for an Integration mapping record of type export.

Data Transformation Type

Description and Integration Fields to be Configured

CONCATENATE

It is used for merging values from multiple child mapping records based on the configuration in the following fields:

  • Concatenate Child Field Order - In the child mapping record, specify a number that indicates the order of concatenating the fields.

    Example:
    First name and Last name are created as child integration mapping records for the parent integration mapping record Full name.
    To display the Full name field in the format - {First name} {Last name}, where First name should come first and Last name should come second, you need to set the Concatenate Child Field Order for First name as 1 and for the Last name as 2.
  • Parameters - In the parent integration mapping record, specify a character or space that will separate the concatenated words.

    Example: To separate the child mapping records with a single space, specify " " in the Parameter field.

Note: The following fields must be left blank:
  • Internal Field Name field in the parent integration mapping record.

  • External Field Name field in the child integration mapping record.

DATETIME

It is used to export fields of type date and time.

In the Parameters field, specify the date and time format, and the timezone of the destination system.

You can use one of the following date formats:

  • yyyyMMdd
  • yyyyddMM
  • ddyyyyMM
  • ddMMyyyy
  • MMyyyydd
  • MMddyyyy

The exported date will be segregated into year, month and date values based on the date format. The month format (MM) must be typed in upper case.

Standard date separators can also be used in the format. For example, the format can be dd/MM/yyyy.

Example: To export the Submitted Date field of the Application entity to the destination system with the destination timezone as Central Standard Time (CST), set the following values in the integration mapping record of the Submitted Date field:
  • Data Transformation Type - DATETIME

  • Parameters - dd/MM/yyyy HH:mm:ss, Central Standard Time.

NUMBER It is used to export the value of the number type field defined in the Internal Field Name to the destination record.
PREFIX

It is used to add a prefix to the integration mapping record when the record is exported, based on the following field values:

  • Internal Field Name - Specify the field name in Anthology Reach that must be prefixed.

  • Parameters - Specify the characters or symbols that must be prefixed.

    Example: To prefix the Country Code field with the + symbol, specify + in the Parameters field.
REPLACE

It is used for replacing the existing field value with a new value during the export, based on the configuration in the following fields:

  • Internal Field Name - The field name whose value must be replaced with a new value.

  • Parameters - Specify the existing and new values in the following format:

    {Existing Value} >> {New Value}

    Examples
    • Bangalore>>Bengaluru

      In this example, the text Bangalore will be replaced with Bengaluru after the export.

    • >>Bengaluru

      In this example, if the field is blank it will be updated with Bengaluru after the export.

    • Bangalore>>

      In this example, the text Bangalore will be replaced with blank after the export.

SPLIT

It is used for splitting the field values of an integration mapping record during export based on the configuration in the following fields:

  • Internal Field Name - The source field name whose data must be used for splitting

  • External Field Name - The destination field name where the split value must be added.

  • Parameters - Use the following format to specify the character or space that will be used for separating the value and whether the value must be split from the beginning or end:

    {Separator},1

    or

    {Separator},-1

    Where,

    • {Separator} is any character or space. If using space as the separator to split the field value, specify " ".

    • 1 - Indicates to start from the beginning of the field value and split the field value.

    • -1 - Indicates to start from the end of the field value and split the field value.

    Example: The Full name field includes the name as {First name} {Middle name} {Last name}.
    To split the value in the Full name field and update in the First name field, you can create the integration mapping record for the Full name field with the following field values:
    • Internal Field Name - Full name

    • External Field Name - First name

    • Data Transformation Type - SPLIT

    • Parameters - " ", 1

SUFFIX

It is used to add a suffix to the integration mapping record when the record is exported, based on the following field values:

  • Internal Field Name - The field name in Anthology Reach which must be suffixed.

  • Parameters - Specify the character(s) or symbol(s) that must be suffixed.

Example: To suffix the Mobile Phone with the text DNC when it is exported, specify DNC in the Parameters field.
STRING It is used to export the field value defined in the Internal Field Name to the destination record.
OPTIONSET

MULTISELECTOPTIONSET

TWOOPTIONS

It is used for exporting optionset field values.

To use this Data Transformation Type, you must configure the following field values:

  • Internal Field Name - Specify the field name in Anthology Reach.

  • Parameters - Specify the dataset name for the field specified in the Internal Field Name field. The Dataset name must be identical to the value set in the integration mapping records created earlier.

A dataset can be equated to a set of values that can be updated in a field.

For example, the Address Type field in an Address record can have one of the following values:

  • Permanent
  • Temporary
  • Campus
  • Vacation

To map these fields, the following Integration Mapping records are required:

  • Data Mappings

    Four integration mapping records of type DataMapping, one for each of the above values. Values in the records must be updated as follows:

    • Mapping Type - Set it as DataMapping.

    • Dataset Name - Specify the dataset name.

      This value must be identical in integration mapping records that comprise the dataset. In this scenario, four records must have the same value.

    • Internal Option Value:

      • For MULTISELECTOPTIONSET and OPTIONSET, specify the unique identification number corresponding to each of the optionset value.

        For example, for the Address Type, Permanent, the unique identification number is <>. In this case, specify <> in the Internal Option Value field.

      • For TWOOPTIONS, specify True or False corresponding to the two options, where True indicates 1 and False indicates 0 in the database.

    • External Option Value - The value that corresponds to the internal option value in the external system.

  • Field Mapping

    An associated integration mapping record with the following field values:

    • Mapping Type - Set it as Field.

    • Internal Field Name - Specify the field name in Anthology Reach.

    • Data Transformation Type - One of the following values:

      • OPTIONSET

      • MULTISELECTOPTIONSET

      • TWOOPTIONS

    • (Optional) Parameters: Specify the dataset name for the field specified in the Internal Field Name field. The Dataset name must be identical to the value set in the integration mapping records created earlier.

      If the Parameters field is blank, the display name of the option set field specified in the Internal Field Name field will be used.

    Note: If a Data Mapping is not available for an Optionset value, during export, the display name of the option set field specified in the Internal Field Name will be used.

Example
Temporary and Permanent address information of the contact John Doe is being exported from Anthology Reach to an external system. When the export is complete, the user can view two address records with unique values in the Address Type field (Temporary and Permanent) in the exported excel file.
If a new Address Type, Shipping, needs to be included, you need to create an integration mapping record of type DataMapping that's similar to any of the four integration mapping records created above. However, the value in the External Option Value field must be Shipping.

Administrators can use this example as a framework to create integration mapping records in business cases that are unique to their institution.