I’m curious how folks handle the prep work for data imports/uploads into systems like Salesforce, Workday, NetSuite, or really any app that uses template based import for data loading, migration, or implementation.
Specifically: - How do you manage conversions/transformations like formatting dates, getting everything aligned with the templates, mapping old codes to new ones, etc.
- Are you primarily using Excel, custom scripts, Power Query or something else?
- What are the most tedious/painful parts of this process and what have you found that works?
Really appreciate any insights and am curious to learn from everyone's experience.