Data Cleansing Rules for Entity Upload | Yext Hitchhikers Platform
Overview
These are the available data cleansing rules that can be applied to field values using the Entity Upload tool.
Entity Upload is accessed in the Knowledge Graph by navigating to Knowledge Graph > Entities, selecting Add Data, and choosing Entity Upload. See the Upload Entities to Yext help article for an overview of Entity Upload.
Note that the Entity Upload tool is separate from the Connectors framework, and is not the same process as creating a file upload connector.
These data cleansing rules only apply to field values being uploaded to the Knowledge Graph via the Entity Upload process. To modify field values being uploaded to Yext via a file upload connector (or any other Connectors data source), you should use transforms.
For an overview of the available transforms in Connectors, see the Transform Options reference.
Entity Upload Data Cleansing Rules
| Rule | Description | Applicable Field Types |
|---|---|---|
| Trim Whitespace | Removes extraneous spaces at the beginning or end of a string, similar to the trim() function in Excel |
Strings |
| Ignore vs. Clear Blank Values | Ignore Blank Values: If no data is provided, the system will make no change. This is the default setting. Clear Blank Values: If a field value is left blank, the system will clear the field’s values. |
All |
| Capitalization | Capitalize: Capitalizes the first letter of every word that is separated by a space. Capitalize Fully: Capitalizes the first letter of every word (separated by a space). Remaining letters in a word will be formatted in lowercase. | Strings |
| Delimiter | Allows user to specify the delimiter for list-type fields. Options: comma, tab. Defaults to comma. | List-type fields |
| Add to Existing | Appends a list item to any existing items in the field. If unselected (“Replace Existing”), uploading will override any existing list items with the value in the spreadsheet. Defaults to Replace Existing. | List-type fields |
| Convert Letters to Numbers | Converts letters in branded phone numbers (e.g., 1-800-555-YEXT) to the appropriate number. Enabled by default. | Phone Number fields |
| Infer Country Code | System will infer the country code for a phone number (based on the entity’s existing Country field) if a country code is not provided. Enabled by default. | Phone Number fields |
| Rich Text Detection | Allows user to choose how the system should ingest rich text. Choose between Interpret as Markdown or Interpret as HTML. | Rich Text fields |