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 will be applied or ignored.  For example, if the field in question is the Phone1 field and if the matched account record has a UlevelNumber field value of 3 then the field mapping for Phone1 will be ignored when data is written to Pipeliner CRM.

conditional_field_mapping_sample_expression

 

Limitations:

  • Dropdown fields cannot be evaluated in a conditional expression at this time.

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