When syncing and mapping source fields in the Conga Platform, you might encounter field data that are written differently or in a format that doesn't match what the Conga Platform can work with. To make sure everything syncs up properly, you need to change this source field data into a format that the Conga Platform can handle.

The Value Transformation feature is a helpful tool for converting source field data into the right format that matches the requirements of the Conga Platform.

To transform field value

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Data Sync. The Mapped Objects for Data Sync page appears.
  3. Click on the required Object from the list. The Field Mapping page appears.
  4. Click the More () icon next to the field > click Value Transformations
    The Value Transformation window appears.
  5. Enter values in the following fields.

    FieldDescription
    AddClick the Plus icon to add a new field value.
    NameEnter the value record name.
    Source ValueEnter the source value name.
    Target ValueEnter the target value name.
    Is Enabled? Enable this toggle if you want the system to consider the data when syncing.
    RemoveClick the Cross icon to remove the record.
  6. Click Save.