SmartIMPORT: Transforms Guide

SmartIMPORT: Transforms Guide

Basic Transforms

No Spaces

Removes every space in the value. Example: "AC 23 7 B" → "AC237B"

Not Blank

Checks whether the field contains anything. Returns true if filled, false if empty. Example: "Jones" → true"" → false

Phone

Removes everything except numbers and +Example: "(020) 8123 4444" → "02081234444"

Plain Text

Removes HTML tags and leaves only text. Example: "<b>John</b> Smith" → "John Smith"

URL Encode

Makes a value safe for a URL. Example: "John Smith" → "John%20Smith"

UTF8 to ASCII

Converts accented or special characters to basic letters. Example: "François" → "Francois"


Character & String Transforms

Lower case

  • Value to match example: John Smith

  • Field example: john smith

Upper case

  • Value to match example: john smith

  • Field example: JOHN SMITH

Title case

  • Value to match example: JOHN SMITH

  • Field example: John Smith

Postcode

Uppercase and add a space before the last three characters

  • Value to match example: cw11aa

  • Field example: CW1 1AA

Left

Takes the first n characters. Example: Value "ABCDEFG", n=3 → "ABC"

Takes the last n characters. Example: Value "ABCDEFG", n=3 → "EFG"

Html

Converts text into HTML. Example: "Line break here" → "Line break here<br>"

Host

Extracts the domain from a URL. Example: "https://example.org/page" → "example.org"

Name

Breaks a full name into components. Example: "Dr Sarah Thompson" → Title: Dr, First: Sarah, Last: Thompson


Date Transforms

Our system automatically converts dates to the correct format for your import. Having said that, for UK dates, you must use the From UK Format transform. The other transforms here let you format dates for use in notes and other fields where exact formatting is essential.

From UK Format: YYYY-MM-DDTHH:MM:SS-TIMEZONE Assuming the date is initially in UK format (DD/MM/YYYY)

  • Value to match example: 25/05/2021

  • Field example: 2021-05-25T00:00:00+00:00

From US Format (if in doubt use this): YYYY-MM-DDTHH:MM:SS-TIMEZONE format

  • Value to match example: 05/21/2021

  • Field example: 2021-05-21T01:12:35+01:00

From M/Y or M-Y Format (assumes day 1 of the month): YYYY-MM-01THH:MM:SS-TIMEZONE format

  • Value to match example: 05/2021

  • Field example: 2021-05-01T01:12:35+01:00

Two digit year: Convert into two digits

  • Value to match example: 2021

  • Field example: 21

Nice date: DD MMM YYYY HH:MM:SS format

  • Value to match example: 2021-05-25

  • Field example: 25 May 2021 10:54:12

UK Date: DD/MM/YYYY format

  • Value to match example: 2021-05-25

  • Field example: 25/05/2021

US Date: MM/DD/YYYY format

  • Value to match example: 2021-05-25

  • Field example: 05/25/2021

UK Date: DD/MM/YYYY format but map year 79 to 1979

  • Value to match example: 25/05/79

  • Field example: 25/05/1979

US Date: MM/DD/YYYY format but map year 79 to 1979

  • Value to match example: 05/25/21

  • Field example: 05/25/2021

Year: YYYY format

  • Value to match example: 2021-05-25

  • Field example: 2021

Month/Day format

  • Value to match example: 2021-05-25

  • Field example: 05/25

Month-Day format

  • Value to match example: 2021-05-25

  • Field example: 05-25

Day/Month format

  • Value to match example: 2021-05-25

  • Field example: 25/05

Day-Month format

  • Value to match example: 2021-05-25

  • Field example: 25-05

YYYY-MM-DD format

  • Value to match example: 25/05/2021

  • Field example: 2021-05-25

MM-DD-YYYY format

  • Value to match example: 2021-05-25

  • Field example: 05-25-2021

DD-MM-YYYY format

  • Value to match example: 2021-05-25

  • Field example: 25-05-2021

DD MMM YYYY format

  • Value to match example: 2020-05-10

  • Field example: 10 May 2020

MMM DD, YYYY format

  • Value to match example: 2020-05-10

  • Field example: May 10, 2020

ISO Date: YYYY-MM-DDTHH:MM:SS-TIMEZONE

  • Value to match example: 25 May 2021

  • Field example: 2021-05-25T10:29:57-07:00

DATEUSSMARTYEAR: YYYY-MM-DDTHH:MM:SS-TIMEZONE assuming the date is initially in US format i.e. MM/DD/YY or MM/DD/YYYY

  • Value to match example: 05/25/21

  • Field example: 2021-05-25T00:00:00+00:00

DATEUKSMARTYEAR: YYYY-MM-DDTHH:MM:SS-TIMEZONE assuming the date is initially in UK format i.e. DD/MM/YY or DD/MM/YYYY

  • Value to match example: 25/05/21

  • Field example: 2021-05-25T00:00:00+00:00

DATETOEOM: YYYY-MM-DD for the end of the month

  • Value to match example: 2021-01-15

  • Field example: 2021-01-31

DATETOSOM: YYYY-MM-01 for the start of the month

  • Value to match example: 2021-01-15

  • Field example: 2021-01-01

DATEUKTOEOM: YYYY-MM-DD for the end of the month assuming the date is initially in UK format i.e. DD/MM/YY or DD/MM/YYYY

  • Value to match example: 15/01/21

  • Field example: 2021-01-31

DATEUKTOSOM: YYYY-MM-01 for the start of the month assuming the date is initially in UK format i.e. DD/MM/YY or DD/MM/YYYY

  • Value to match example: 15/01/21

  • Field example: 2021-01-01

Gift aid start: Calculates the gift aid start date based on the supplied date. UK or ISO format date required as input.

  • Value to match example: 25/05/2021

  • Field example: 2011-04-06 (Calculated start date)

[ Ask us about any other formats you may require ]


Math & Number Transforms

Multiply

Multiplies the value by a given number. Example: 10 × 5 → 50

Multiply Currency

Same as above, but treats the number as money. Example: £12.50 × 2 → £25.00

Number

Converts text into a clean number. Example: "1,234.00" → 1234

Dollar/Pound

Divides by 100 (useful for values stored in pence/cents). Example: "499" → "4.99"

Sort Code

Formats a 6‑digit sort code. Example: "403025" → "40-30-25"


Text Logic Transforms

Note: All transforms in this section include a Value to match field. Below each is an example of what to enter.

Starts With

Allows the value if it begins with the phrase you specify.

  • Value to match example: ABC

  • Field example: ABC123 → kept, 123ABC → removed

Does Not Start With

Allows the value only if it doesn’t begin with the phrase.

  • Value to match example: TEMP

  • Field example: TEMP_44 → removed, LIVE_44 → kept

Ends With

Allows the value only if it ends with the phrase.

Does Not End With

Allows the value only if it does not end with the phrase.

  • Value to match example: .tmp

  • Field example: report.tmp → removed, report.pdf → kept

Contains

Allows the value only if it includes the phrase.

  • Value to match example: VIP

  • Field example: VIP Donor → kept, Donor → removed

Does Not Contain

Allows the value only if it does not include the phrase.

  • Value to match example: TEST

  • Field example: TEST_Record → removed, Donor_Record → kept

Email

Checks if the value is a valid email. Invalid ones are removed. Example: "john.smith@site" → removed, "john@site.com" → kept


Yes/No & Boolean Transforms

Boolean

Converts text into true or falseExample: "yes" → true"no" → false

Yes/No

Converts a value into yes or noExample: "X" → "yes""" → "no"

Yes/No (CSV)

Checks whether the value exists in a comma‑separated list. Example: CSV list = "Red,Green,Blue" Value = "Blue" → yes

Yes/No (Fuzzy CSV)

Same as above, but partial matches count. Example: CSV list = "United Kingdom,United States" "UK" → yes

Yes/Blank

If a value exists, return yes. If not, leave blank. Example: "data" → "yes""" → ""

OptIn/OptOut

Always returns one of the two values. Example: Missing text → "OptOut" Provided value → "OptIn"

Invert

Flips true ↔ falseExample: true → falsefalse → true

Other (Advanced)

Import ID to ID

Converts an Import ID into an NXT‑compatible ID. Example: "000001-593-00012898" → "12898"

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