Select the CSV file exported from Salesforce. The tool will automatically read the column
headers.
Step 2: Assign Required IDs
Tell the tool which columns contain the unique IDs for the customer and dealer. The tool
will check for issues.
Step 3: Configure Commission Mappings
Create rules to link source columns to target destinations. Used destinations will be
disabled in other rows to prevent duplicates. Warnings will appear for columns with non-numeric data.
Source Column (with % value)Product Family (Target)Charge Type (Target)Action
Step 4: Configure Output Columns & Live Preview
Drag and drop to set the column order. The table below shows a live preview of your
transformed data based on your current settings.
Live Output Preview
Step 5: Transform and Download
Your configuration is valid. You are ready to transform the file.
Result
The transformation is complete. Click the button below to download
the full file.