Why mapping is needed
A record almost never crosses systems unchanged. Mapping closes three gaps.- Field names differ. Your app’s
full_nameis the connected app’sfirstnameandlastname. Mapping renames and splits fields to match the destination. - Formats differ. Dates, currencies, and enums are encoded differently on each side. Mapping transforms a value into the shape the destination expects.
- Records can be invalid. A missing email or a malformed ID should not reach the destination. Validation catches a bad record before it is written.
Map field to field
When two systems hold the same data under different field names, let your customer line the fields up instead of hard-coding the match. Each customer’s app is configured differently, so the mapping belongs to them. Collect the mapping with a Map v2 Dataslot in the connector’s Connect Portal. The customer matches each of their fields to the field your integration expects, for example their HubSpot contact properties to your contact schema. The saved mapping is stored on the linked account as an object keyed by left-hand value to right-hand value. Inside a workflow, the data-mapper node applies that saved mapping to records as they pass through, so each customer’s records are reshaped according to their own configuration.Transform values
When a value needs to change shape rather than just change name, transform it in the workflow. Reformat a date, split a name, convert a currency, or restructure a nested payload into the flat shape the destination action expects. The Platform provides nodes for this inside a workflow:- Transform reshapes a payload declaratively, for example mapping an array of source records into the destination’s field names.
- Custom Code handles logic a declarative transform cannot express, such as conditional formatting or lookups.
Validate before you write
Check records on the way to the destination so a bad record never reaches the connected app. Validation is the difference between rejecting one malformed record and writing corrupt data into a customer’s system.- Required fields are present. Reject a record missing a value the destination action requires.
- Formats are correct. Confirm an email is a valid address and an ID matches the expected pattern before you write.
- Values are in range. Drop or flag records whose values fall outside what the destination accepts.
See also
Data Mapper node
Apply a saved Map v2 mapping to records inside a workflow.
Dataslots
Collect a per-customer field mapping with a Map v2 Dataslot.
Read and write data
Execute the read and write actions that mapping sits between.
Two-way sync recipe
See mapping in a full sync build.