Skip to content

Latest commit

 

History

History
118 lines (70 loc) · 5.68 KB

visual-data-mapper.md

File metadata and controls

118 lines (70 loc) · 5.68 KB
Raw
description
Detailed technical description of how to use the Visual Data Mapping feature for Warehouse Actions sources.

Visual Data Mapper

The Visual Data Mapper (VDM) offers an intuitive UI to easily map your warehouse columns to specific destination fields. This is useful especially when mapping your warehouse data to custom fields defined in your destination without any second-guessing.

{% hint style="info" %} This feature is currently available only for the HubSpot, Salesforce, Mailchimp, and Braze destinations. {% endhint %}

{% hint style="success" %} To use this feature, you can use an existing warehouse source and then connect it to a VDM-supported destination.

However, note that you can connect only one destination to a warehouse source. If you want to send data to multiple destinations, we recommend creating a new source with the same settings for each destination. {% endhint %}

Using the Visual Data Mapper

To use the Visual Data Mapper, follow these steps:

{% hint style="info" %} Follow our guide on Adding a Source and Destination in RudderStack for more information. {% endhint %}

  • Configure the destination with the relevant settings and click on Next. You should then see the following screen:

{% hint style="success" %} The visual data mapping option is enabled for the supported destinations by default. {% endhint %}

{% hint style="warning" %} Clicking on Map with JSON will cause the visual data mapping feature to be disabled - you can then configure the data via JSON. {% endhint %}

  • Choose the source warehouse Schema and Table from where you want to sync the data.

{% hint style="success" %} RudderStack automatically loads all the relevant warehouse schemas and tables. If you have added a new schema or table during this configuration process, click on Reload schemas and tables to get all the latest schemas and tables. {% endhint %}

  • Also, select the destination Object where you want to sync the data. An example in case of the

    HubSpot ****destination is as shown:

{% hint style="success" %} RudderStack automatically loads all the relevant destination objects. If you have added a new destination object during this configuration process, click on Reload objects to get all the latest objects. {% endhint %}

{% hint style="warning" %} RudderStack does not support objects that do not have any fields or a unique user identifier. {% endhint %}

Choosing the Identifier

In the Choose Identifier section, specify the warehouse column to be used as the primary user identifier (user_id) and mapped to the destination field. An example is shown below:

Mapping the Fields

In the Map Fields section, you can easily configure the source-destination field mappings. Follow these steps:

  • Click on the Map another field option. From the dropdown, select the Destination field. Then, select the Warehouse column to want to map to this field.

{% hint style="success" %} RudderStack gives you full visibility into the name and type of the fields that you are mapping. {% endhint %}

Mandatory Mappings

When sending events to some objects, there are some required fields that need to be mapped. These fields cant be removed from the mappings. For example, in case of the Salesforce Account object, Account Name is a required field, as seen in the following image:

Mapping Fields of Different Type/Format

In case you are mapping fields that are of a different type or format, you can use the Transformations feature to ensure there is no type mismatch while sending the events.

For example, RudderStack lets you map the warehouse column Phone of type string to a destination field Company ID of type float . You can then add a transformation at the destination end to do this type conversion to ensure there is no mismatch.

Creating a Custom Destination Field

{% hint style="warning" %} This feature is currently available only for the Braze ****destination. {% endhint %}

RudderStack also lets you create a custom destination field and map it to a warehouse column. You can do this by following the steps below:

  • Click on the Map another field option.
  • Type the name of the custom destination field that you want to create, as shown:

  • Finally, click on Create <custom_field_name>

Once you have mapped all the source columns to the destination fields, click on Next to complete the destination configuration.

Contact Us

For any questions or issues on the Visual Data Mapper feature, you can contact us or start a conversation on our Slack channel.