RenderDraw Workbook data mapping connects fields from Excel uploads, Salesforce objects, SAP tables, and REST API responses to structured workbook columns — with transform rules, format conversion, and conditional logic applied at mapping time.
A data mapping definition is attached to a source connection. Every time the source delivers data — whether via Excel upload, scheduled ERP pull, or event-triggered Salesforce query — the mapping runs and writes the transformed values into the correct workbook columns.
Excel upload, ERP sync, Salesforce trigger, REST response
Source headers or JSON keys are resolved to field list
Format conversion, calculation, conditional logic
Schema rules checked before write
Row created or updated with source attribution
Upload a spreadsheet directly. RenderDraw reads all columns from the first sheet and presents a visual mapping UI. Subsequent uploads to the same source connection use the saved mapping automatically — no re-mapping required.
Query any Salesforce object (Opportunity, Quote, Product, Account, Contact, custom objects) and map fields directly. Supports SOQL-style field path expressions for nested fields, e.g. Account.Name or PricebookEntry.UnitPrice.
Connect to SAP via RFC or OData. Map table fields (MARA, EKPO, VBAP, etc.) to workbook columns. SAP field technical names are resolved to their human-readable labels automatically for the mapping UI.
Map fields from any JSON REST endpoint. Use JSONPath expressions to extract nested values, array elements, or computed paths from the API response body. Authenticated endpoints supported via Bearer token or API key header.
AI blocks return structured JSON from Claude, OpenAI, Gemini, or custom endpoints. Map the output fields — extracted quantities, identified materials, generated text — directly to workbook columns. The AI block's schema definition drives the field list in the mapping UI.
Read from SharePoint Lists or document library metadata. Map list columns to workbook columns. Supports lookup columns and person/group fields (resolved to display name + email).
Source data rarely arrives in the exact format your workbook schema expects. Transform rules let you reshape, reformat, and conditionally assign values at mapping time — without writing code.
Convert between types. Parse a string like "$1,234.56" to a currency value. Convert a date string "01/15/2025" to ISO 8601. Strip currency symbols, commas, and whitespace automatically.
Derive a workbook column from multiple source fields. Example: unit_cost = list_price * (1 - discount_pct / 100). Arithmetic, round, floor, ceil, and abs operators supported.
Map to different workbook columns based on source field values. If item_type == "labor", write to the labor cost column; otherwise write to materials cost. Visual if/then rule builder, no SOQL or SQL required.
Replace source codes with human-readable labels using an inline lookup table or a reference to another workbook. Example: convert SAP material codes to product catalog names.
Validation rules run after transforms, before any value is written to the workbook. Failed validations generate a mapping error event — logged in the audit trail, surfaced in the workflow run log, and optionally sent as a Teams or email alert.
Mark workbook columns as required. If a mapped source field arrives empty or null, the validation fails and the row is not created — instead, an error row is written to the Mapping Errors log for review.
Enforce numeric bounds on quantity and cost columns. A takeoff quantity of 0 or a unit cost of $0 can be flagged as suspicious and routed to an estimator for review before the workbook row is committed.
Validate relationships between columns. Example: if submission_date is populated, submitted_by must also be populated. Cross-field rules prevent partial records that break downstream reporting.
Open RenderDraw, create a workbook, and configure your first data mapping in minutes.