Clarity Data Transform

Highlights

• Frees up staff time as the imports can be scheduled to run at specific times enabling teams to focus on resolving errors only
• Flexible – easy to customise to suit your needs, if a new file format appears it can be easily imported
• Helps maintain data quality and reduces duplicates in your Salesforce

What Clarity Data Transform does

Clarity Data Transform is a user-friendly tool that helps you take data from files and other external sources and find/create/update records of various objects in Salesforce. It’s typically used for regular imports of data in which 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/volunteers to turn their attention to fundraising or other core activities.

Benefits:

• Easy to customise to suit needs, if a new file format appears it can be easily imported

• Frees up staff time as the imports can be scheduled to run at specific times enabling teams to focus on resolving errors only

• No need to learn new application languages or tools to build transformation solutions.

• Helps maintain data quality and reduces duplicates in your Salesforce

Examples of file formats where CDT could be used includes:

Virgin Money Giving

JustGiving

Payroll Agency files

CAF Voucher and Card data

Engaging Networks

Telemarketing agency data

Fundraising Preference Service

Data Cleansing agency data

Please contact [email protected] to get a link to a demo video.

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