I use Sqlite. We use csvs and Google Sheets a lot, so I usually import the csv as a sqlite table, use sql to create templates as the query results and then export those as csv for input into the templated system.
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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.