Hi all,
I’m curious how folks handle the prep work for data imports/uploads into systems like Salesforce, Workday, NetSuite, or really any app that uses template based import for data loading, migration, or implementation.
Specifically:
- How do you manage conversions/transformations like formatting dates, getting everything aligned with the templates, mapping old codes to new ones, etc.
- Are you primarily using Excel, custom scripts, Power Query or something else?
- What are the most tedious/painful parts of this process and what have you found that works?
Really appreciate any insights and am curious to learn from everyone's experience.
I’m curious how folks handle the prep work for data imports/uploads into systems like Salesforce, Workday, NetSuite, or really any app that uses template based import for data loading, migration, or implementation.
Specifically: - How do you manage conversions/transformations like formatting dates, getting everything aligned with the templates, mapping old codes to new ones, etc.
- Are you primarily using Excel, custom scripts, Power Query or something else?
- What are the most tedious/painful parts of this process and what have you found that works?
Really appreciate any insights and am curious to learn from everyone's experience.