Clarity Data Transform.
In a nutshell
Clarity Data Transform is an official Salesforce AppExchange application. It's a user-friendly tool that helps you take data from files and other external sources and find/create/update records in various objects in Salesforce.
It’s typically used for regular data import files where the same process is run on a regular basis and can be easily implemented or customised for any new transformation. It will help save time and frees up your staff or volunteers to turn their attention to fundraising or other core activities.
The benefits
Here are some of the reasons why our clients chose Clarity Data Transform
Frees up staff time
The imports can be scheduled to run at specific times enabling teams to focus on resolving errors only
Config not code!
No need to learn new application languages or tools to build transformation solutions.
Helps maintain data quality and reduces duplicates in your Salesforce
You can use existing matching rules so you maintain high levels of data quality.
Easy to customise to suit your exact needs
If a new file format appears it can be easily imported
Transform to any object
Can be configured to transform to any standard or custom object, not just donations
Clarity Data Transform Features
This tool facilitates the loading of batch file data into multiple Salesforce objects:
Load
First, the file needs to be loaded into a single object called 'Holding' using a Salesforce data loading tool of your choice
Transform
Clarity Data Transform can then be used to configure and save a template conversion matching of fields from here to any (standard / custom) Salesforce objects. For example, the tool can be used to find or create or update contacts; create or update regular gifts; create one-off donations; create campaign members and much more!
Create
The tool can create records with customisable mappings, match a record with existing records (for subsequent update), find duplicates and run validation processes
Examples of file formats where Clarity Data Transform is being used by our clients are:
Facebook
JustGiving
Payroll Agency files
CAF Voucher and Card data
Engaging Networks
Enthuse
Swish
Telemarketing agency data
Fundraising Preference Service
Data Cleansing agency data
Pricing
Costs start from Per month
£50.00
+VAT
Per month
Other transaction costs may apply. Set up costs will also apply.
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Want to find out more?
We'd love to speak with you about our highly-reviewed app!
Some of our Clarity Data Transform customers
Don't take our word for it...
SRM Platform Manager - UNICEF UK
“We have been using CDT since we went live on Salesforce in June 2018. This tool is user friendly and has become an integral part of our data loading to the Salesforce Platform, we are able to minimise the risk of creating duplicate records as well as carry out multiple validations to ensure the accuracy of our supporter data received from third parties. CDT loads data into our Salesforce Holding area meaning that we have a full audit trail in once place, it’s also very easy to see if data has successfully loaded or failed making troubleshooting quick and easy.”
Laura Smith
Find out more?
We'd love to speak with you about our highly-reviewed app!