How to create transform map

[Deepa12]

Hi,

Pls assist to create transform map for below condition:

• The import will act on any row matching CI name + class, if operational state <> Retired.
• If a matching CI is found, target contact(s) will be updated with contact(s) in the source spreadsheet.  If spreadsheet contact is empty, the corresponding target contact will not be overwritten with empty value.
• If there is more than one row matching CI name + class, import will only act on the first row returned (this is how an import works).

Thanks.

[Its_Azar]

Hi @Deepa12 

First, chheckyour transform map is set to use "CI name" and "Class" as the coalesce fields, so it checks for existing records based on those values. Then, add a condition in your transform script to exclude records where the operational status is 'Retired'. use an if condition in the onBefore script or field map script to check if the source contact value is not empty before overwriting the target contact. Since import sets naturally act on the first matching record when coalesce is used, you don't need to handle the multiple match scenario explicitly

If this helps kindly accept the solution thanks much.