> ## Documentation Index
> Fetch the complete documentation index at: https://docs.m3ter.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Managing Transformations

You can create *Transformations* to support your m3ter Workflows. Transformations allow you to customize the conversion of data as it flows into or out of the m3ter system via Workflows. A Transformation defines a one-way data mapping from one specific data type to another:

* When you are building your Workflows, you can use functions that reference Transformations.
* If you've created a Transformation and you want to create a second Transformation that is the same or very similar to the first, you can export the output fields of the first and import them into the second.

This topic explains how to create, review, and manage Transformations:

* [Creating Transformations](#creating-transformations)
* [Reviewing and Managing Transformations](#reviewing-and-managing-transformations)
* [Exporting and Importing Transformation Output Fields](#exporting-and-importing-transformation-output-fields)

<Warning>
  **Note: Transformations in Preview Release!** Please note that the Transformations feature is currently available only in Preview release version.

  * See [Feature Release Stages](/guides/getting-started/feature-release-stages) for Preview release definition.
  * If you're interested in previewing Transformations, please get in touch with [m3ter Support](://docs.m3ter.com/guides/getting-started/contacting-m3ter-support) or your m3ter contact.
</Warning>

## Creating Transformations

In the Console, you can quickly create any Transformations you need to support your m3ter Workflows.

**To create a Transformation:**

1. Select **Integrations**:

<img src="https://mintcdn.com/m3ter/JDLEbvkzfCbdo08X/images/M3shAutomation294.png?fit=max&auto=format&n=JDLEbvkzfCbdo08X&q=85&s=1666448b8fb08f14a3143e02fa8a11bf" alt="M3sh Automation294" title="M3sh Automation294" style={{ width:"26%" }} width="198" height="154" data-path="images/M3shAutomation294.png" />

The **Integrations** page opens.

2. On the sidebar, select **Transformations**:

<img src="https://mintcdn.com/m3ter/0z0Lx1W_S2KKPzgC/images/1745926158-transformations1.png?fit=max&auto=format&n=0z0Lx1W_S2KKPzgC&q=85&s=bc1a9622e987ee93d2b827b56e0383d1" style={{ maxWidth: 'min(140px, 100%)' }} width="168" height="52" data-path="images/1745926158-transformations1.png" />

The **Transformations** page opens and lists any existing Transformations.

3. Select **Create transformation**. The **Create** page opens.
4. Enter the **Transformation details**:

* **Name**. (*Required*)
* **Description**. (*Required*)

5. Enter the **Transformation settings**:

* **Input system**. Select the input system. (*Required*)
* **Input table**. Select the table in the selected input system. (*Required*)
* **Output system**. Select the output system. (*Required*)
* **Output table**. Select the table in the selected output system. (*Required*)

<img src="https://mintcdn.com/m3ter/0z0Lx1W_S2KKPzgC/images/1745933828-transformations6.png?fit=max&auto=format&n=0z0Lx1W_S2KKPzgC&q=85&s=2470907c170f50b765395d3564493428" style={{ maxWidth: 'min(450px, 100%)' }} width="647" height="847" data-path="images/1745933828-transformations6.png" />

In this example, a **Transformation** defines that m3ter *Account* entities will be mapped to NetSuite *Customer* objects.

6. To define output fields for the Transformation, on the **Output fields** panel select **Add output field**.  The panel adjusts and you can enter the details of an output field.

Three types of **Transformation method** are available for defining output fields:

* **Field lookup**. A direct mapping from the source object into the destination field. (*Default*)
* **Calculation**. For more advanced scenarios, you can leverage m3ter’s [Calculation Engine](/guides/m3ter-calculation-engine) to set values at runtime.
* **Static value**. The defined field is set on the destination object with the same value.

For the current example, we'll use the **Field lookup** method to define how two values will be determined for the output fields:

* Enter a **Field key** value, and then use the **Input field** drop-down list to select the field on the entity, which in the current example is the m3ter **Account** entity:

<img src="https://mintcdn.com/m3ter/0z0Lx1W_S2KKPzgC/images/1745933029-transformations3.png?fit=max&auto=format&n=0z0Lx1W_S2KKPzgC&q=85&s=c64010c3fcc9e804154299ea56c88556" style={{ maxWidth: 'min(750px, 100%)' }} width="1298" height="300" data-path="images/1745933029-transformations3.png" />

* Repeat for any other **Field value** transformations:
* For the current example, we'll also add a **Static value** transformation:

<img src="https://mintcdn.com/m3ter/0z0Lx1W_S2KKPzgC/images/1746107447-transformations5a.png?fit=max&auto=format&n=0z0Lx1W_S2KKPzgC&q=85&s=17850e162a643489eef974ea9a95bd7b" style={{ maxWidth: 'min(750px, 100%)' }} width="1228" height="561" data-path="images/1746107447-transformations5a.png" />

<Tip>
  **Tip: Import Output Fields!** Alternatively, you can import output fields that you've previously exported from another Transformation - see the [following section](#exporting-and-importing-transformation-output-fields) for details.
</Tip>

7. On the **Output fields** panel, select **Preview output**. A **Transformation output preview** modal opens:

<img src="https://mintcdn.com/m3ter/26h06eHggjZkzzew/images/Transformations22.png?fit=max&auto=format&n=26h06eHggjZkzzew&q=85&s=beeb1142bb03f180a8fa87de9f5f1f00" alt="Transformations22" width="917" height="687" data-path="images/Transformations22.png" />

You can use this to:

* Review and edit the **Input data** JSON for the **Output fields** you've defined.
* Select **Generate output** and review the **Output** that will result from the Transformation:

<img src="https://mintcdn.com/m3ter/26h06eHggjZkzzew/images/Transformations23.png?fit=max&auto=format&n=26h06eHggjZkzzew&q=85&s=d38ef79de2681365172f747470f33b15" alt="Transformations23" width="917" height="685" data-path="images/Transformations23.png" />

8. When you are happy with the generated **Output**, close the **Transformation output preview** modal.
9. Select **Create transformation**. The **Transformation details** page opens:

<img src="https://mintcdn.com/m3ter/JDLEbvkzfCbdo08X/images/M3shAutomation295.png?fit=max&auto=format&n=JDLEbvkzfCbdo08X&q=85&s=2d6088c4260b48c774bcad23c0624bb0" alt="M3sh Automation295" width="1271" height="610" data-path="images/M3shAutomation295.png" />

Note that you can:

* Review the **Output fields** you've set up for the Transformation.
* Use the **Export** button to open and copy the Transformation's output fields for importing into other Transformations.

11. If you return to the **Transformations** page, your new Transformation will be listed there.

## Reviewing and Managing Transformations

From the Transformations page, you can quickly review the details of a Transformation and edit or delete it.

**To review and manage Transformations:**

1. Open the **Integrations** section and select **Transformations**. The **Transformations** page opens.
2. If you want to view the details of a Transformation, select the **Name** hotlink text:

<img src="https://mintcdn.com/m3ter/0z0Lx1W_S2KKPzgC/images/1745939830-transformations14.png?fit=max&auto=format&n=0z0Lx1W_S2KKPzgC&q=85&s=a3190bc5e0e0521902403f40ffa248bc" style={{ maxWidth: 'min(850px, 100%)' }} width="1296" height="406" data-path="images/1745939830-transformations14.png" />

The **Transformation details** page opens.

3. If you want to update the Transformation, select **Edit**. Make any required changes on the **Edit** page and select **Update transformation**.
4. If you want to delete a Transformation, return the **Transformations** page and select the **Delete** icon:

<img src="https://mintcdn.com/m3ter/4PA7eaLaMtaA6FQv/images/1727272786-deleteicon2.png?fit=max&auto=format&n=4PA7eaLaMtaA6FQv&q=85&s=164e2bf3ef1032ad21cfed6fcd09a18a" style={{ width:"5%" }} width="31" height="29" data-path="images/1727272786-deleteicon2.png" />

A confirmation dialog appears:

<img src="https://mintcdn.com/m3ter/JDLEbvkzfCbdo08X/images/M3shAutomation298.png?fit=max&auto=format&n=JDLEbvkzfCbdo08X&q=85&s=2ab969a00431ff5c9e82ee6920da8ff3" alt="M3sh Automation298" title="M3sh Automation298" style={{ width:"43%" }} width="450" height="198" data-path="images/M3shAutomation298.png" />

6. Select **Delete** to confirm the delete action.

## Exporting and Importing Transformation Output Fields

When you have set up a Transformation, you might want to re-use the output fields of the Transformation for other Transformations in your Organization.

<Tip>
  **Tip!** You can also do this in cases where the Transformations belong to different Organizations.
</Tip>

**To export and import Transformation output fields:**

1. Open the **Transformation details** page of the existing Transformation whose output fields you want to re-use.
2. Select **Export**. An **Export transformation** modal opens:

<img src="https://mintcdn.com/m3ter/26h06eHggjZkzzew/images/Transformations18C.png?fit=max&auto=format&n=26h06eHggjZkzzew&q=85&s=7f7447bf6ee9198b98f4fcbbdc54b8c6" alt="Transformations18c" width="980" height="684" data-path="images/Transformations18C.png" />

3. Select **Copy**. The output fields are copied to your clipboard.
4. Open the **Transformation details** page of the Transformation you want to re-use the output fields for:

<img src="https://mintcdn.com/m3ter/JDLEbvkzfCbdo08X/images/M3shAutomation296.png?fit=max&auto=format&n=JDLEbvkzfCbdo08X&q=85&s=745922baf1fe2a90a6daa3b6b3578397" alt="M3sh Automation296" width="1259" height="527" data-path="images/M3shAutomation296.png" />

* Note that the Transformation already has a **Static value** field set up.

5. Select **Edit**.
6. On the **Output fields** panel of the **Edit** page, select **Import**. An **Import transformation** modal opens.
7. Paste the copied output fields into the modal:

<img src="https://mintcdn.com/m3ter/26h06eHggjZkzzew/images/Transformations20.png?fit=max&auto=format&n=26h06eHggjZkzzew&q=85&s=05514470500873a6b35e993fd3d690f5" alt="Transformations20" width="920" height="685" data-path="images/Transformations20.png" />

8. Select **Submit**. The imported fields are added to the **Output fields** panel.

* Note that if you've already added output fields to the Transformation, these will be overwritten by the imported fields and you'll have to add them again after importing.

9. Select **Update transformation**. The **Transformation details** page opens:

<img src="https://mintcdn.com/m3ter/JDLEbvkzfCbdo08X/images/M3shAutomation297.png?fit=max&auto=format&n=JDLEbvkzfCbdo08X&q=85&s=1446059946ec4f2a7e4d97216925ee18" alt="M3sh Automation297" width="1257" height="610" data-path="images/M3shAutomation297.png" />

* We can see that the copied **Output fields** have been successfully imported and the existing **Output field** overridden.
