Integration - Transformation: Normalize Value

This transformation normalizes a text attribute. Standard normalization is available for Country and State. Custom normalization is available for any text attribute.

Examples of Use Cases

1. Standardize the Country attribute to the full name. (e.g. U.S. formatted to United States)
2. Standardize the State attribute to the abbreviated format. (e.g. South Carolina to SC)
3. Standardize the Industry attribute using a custom file you've loaded. (e.g. IT formatted to Information Technology). See below for information on loading a custom file.

Note: If you have picklist values for an attribute in a target system, be sure to normalize to those specific values. If your picklist values aren't standard (e.g. Full Name or Abbreviated versions), you should create a custom file to standardize to the required format in your system.

1. Choose Task Template: begin by selecting the Normalize Value task template.
2. Select Attribute: select the attribute that you'd like to normalize.

When selecting the Country attribute to normalize, the following options will be available:

1. Type: Options are: State, Country, Custom. Since we are normalizing the Country attribute, we selected Country as the type.
2. Output Format:  Options are: ISO2, ISO3, Full Name

Example:  Country is Untied States before Normalization

• ISO2 formats to US
• ISO3 formats to USA
• Full Name formats to United States

When selecting the State attribute to normalize, the following options will be available:

1. Type: Options are: State, Country, Custom. Since we are normalizing the State attribute, we selected State as the type.
2. Country Attribute: Select the Country attribute from your data source that will be used to normalize the State. (e.g. If the Country = India, TN will be Tamil Nadu OR if the Country = US, TN will be Tennessee)
3. Output Format:  Options are: Full Name or Abbreviated.

Example:  State is California before Normalization

• Abbreviated formats to CA
• Full Name formats to California

When selecting any attribute with a custom format, the following options will be available:

1. Select Attribute: Select the attribute to apply a custom normalization to. Please note that you can normalize the State and Country attribute using the custom option (you don't have to use the default formats).
2. Type: Options are: State, Country, Custom. We are using the custom option for this example.
3. Upload your file: This is where you will load your file to be used to normalize values in any text attribute. The file must contain an Alias column and a Result column.  The attribute in the data source that you have selected will be compared to the Alias column and when a match is found, will output the value from the matching Result column.

Note: You'll notice that the Alias column includes many values separated by a comma. This is loaded as a multi-value, text attribute and each of these values will be analyzed individually as a potential match.

Remember to click Save to save the transformation to your project.