Grid - Advanced Import

Overview

GridMate provides advanced import configuration built for precision, efficiency, and full control. With predefined import mappings and options, every import can be customized to your exact requirements eliminating unnecessary data processing, enforcing consistent structures, and significantly reducing manual effort.

Import Mapping

Import mapping allows you to precisely define how incoming data fields correspond to your grid columns, ensuring accurate alignment, structured data organization, and robust integration across every import eliminating the need to manually remap fields every time you import data.

The import wizard can automatically recognize and map fields using two methods:

1. Label Matching: When the column header in the source file matches the Salesforce field label.

2. API Name Matching: When the column header matches the Salesforce field API name.

Below is a step-by-step guide on how to create the mapping 👇:

To create a mapping, you must first map your columns during the Field Mapping step of the import process.

Keep in mind that you can update an existing mapping at any time.

Save your mapping during the validation step by giving it a name and submitting it. This will create a reusable mapping template for future imports.

After saving your mapping, you can reuse it by selecting it from the mapping list during future imports.

Import Options

{
    "delimiter": ";",
    "previewSize": "25",
    "operation": "insert",
    "batchsize": "50",
    "automapping": {
        "AccountId": {
            "type": "defaultValue",
            "value": "$recordId"
        }
    },
    "preprocessing": [
        {
            "type": "convert",
            "operation": "convertPickList",
            "attributes": {
                "field": "StageName"
            }
        },
        {
            "type": "convert",
            "operation": "convertPickList",
            "attributes": {
                "field": "gmpkg__Discount__c"
            }
        },
        {
            "type": "convert",
            "operation": "resolveLookup",
            "attributes": {
                "mappedField": "gmpkg__Sponsor__c",
                "lookupField": "gmpkg__Sponsor__c",
                "refObjName": "Contact",
                "titleField": "Name"
            }
        }
    ]
}