Conditional Field Mapping

The Conditional Field Mapping option in the import module allows users to specify an expression that determines if the field mapping is applied or ignored for the matched entity record in Pipeliner CRM. The image below shows an expression that will be used to determine if the field mapping for a particular Pipeliner CRM field…

Record Matching Entities

The import module in DBX Data Management provides a record matching feature unmatched by other import tools for Pipeliner CRM. The record matching capabilities of DBX Data Management ensures that all potential matches are identified and selected to prevent creating duplicate records. Record matching option can be accessed from the “Record Matching” tab.   Record…

Import module Conditional Update

There are times when there is a need to prevent updating existing data based on specific criteria. For example, if the client status Id is already set to 9 or above, that no updates are done against that record. This is possible in DBX by specifying the Conditonal Update expression. The expression should evaluate a…

Parsing RTF and Html data

The text value from Html and Rtf data sources can be parsed out using the custom SQL functions dbo.StripHtml() and dbo.StripRtf(). These two functions require 1 parameter, which is the value that needs to be parsed. In the import field mapping, simply wrap the import field mapping with any of these functions to extract the…