How to change values on import using Regular Expressions
Regular Expressions Overview
Regular Expressions is a way of manipulating data as it is being imported.
For example, your data might have a currency field with a value like "AUD $123.45". Â In order to import this into Salesforce, the value needs to be cleaned up and to just have digits and the decimal point - i.e. "123.45". Â The transformation of this value can be completed using a regular expression.
For more info about regular expressions, see: https://en.wikipedia.org/wiki/Regular_expression
The feature of Regular Expressions is available for your convenience, but is NOT included standard Payments2Us support. Â Payments2Us support does NOT cover ANY guidance on creation of Regular Expressions. Â If you need help then you will need to purchase support or consulting blocks.
Alternatively, you can Google your requirements, or use tools such as: https://regex101.com/
1. Example of using Regular Expression
In this example, we are going to clean up a country code field to have just the first two characters. Â We'd like to convert values such as "AUS" to AU and "USA" to US".
The regular expression for this is "^.{0,2}"
In the second step of the Import File Wizard, enter a regular expression on the field you want to update.
In our CSV Â file we had "AUS" and you can now see the result load is "AU"