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Overview

Business rules are custom JavaScript functions that operate on each datapoint as it flows through your integration. They go beyond simple field mapping, enabling you to apply advanced logic for both transforming and filtering data.

Business rule types

Business rules serve two distinct purposes: transformation and filtering.

Transform rules

Transform rules modify datapoint values or structure, use transform rules when you need to:
  • Combine multiple fields into one
  • Perform calculations or conversions
  • Format or clean data values
  • Apply conditional transformations based on data content
Transform rules are applied during the Transform phase of your integration, after data extraction and enrichment.

Filter rules

Filter rules determine which records should continue through the integration, use filter rules when you need to:
  • Remove records that don’t meet business criteria
  • Exclude data based on date ranges or status values
  • Filter out invalid or incomplete records
Filter rules are applied during the Extract phase, after enrichment but before transformation.

Using business rules

If your needs are met by business rules, go to the Business Rules API Reference for implementation details and syntax.