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In select BlueConic connections, you can use the Casing data processor to make the values of specific string fields in a data set lowercase, uppercase, or the first letter capitalized. For instance, when data is provided in uppercase but needs to be stored in lowercase or with only the first letter uppercase.

To configure values for this data processor, you select a specific field from your data set and then set the casing instructions; the system automatically changes that original value to the new one in your import or export.

Adding this data processor to your tenant

To use this processor, you first need to add it to your tenant through the Plugins page (BlueConic Settings > Plugins). Click the Add plugin button at the top of this page and look for "Casing" in the gallery. Then, click the Add plugin button underneath its description to install it.

Adding this data processor to a connection

The Casing data processor is available in all BlueConic connections that use data processors. You can review the complete list here.

Each of these connections has a specific step on its import and/or export goal page to add data processors (e.g., "Correct your files before the import," "Modify your data before the export"). In that step, use the search box to add "Casing"; once added, it appears in a numbered list of data processors activated for that connection.

For more information, review the full article Using data processors with BlueConic connections.

Configuring this data processor

The Casing data processor requires some configuration to ensure that BlueConic imports or exports the data as specified. To make these configurations, click the cogwheel icon next to "Casing" in the numbered list of data processors. This opens a window with the following settings:

• Fields: Select the field that contains the value(s) you want to update the casing.
• Casing: Choose your casing method from the options:
  • Lowercase: Makes all of the letters in the selected field lowercase
  • Uppercase: Makes all of the letters in the selected field uppercase
  • First upper: Make the first letter in the selected field uppercase

Sample scenarios for using this data processor

Review the following scenarios to see how you would set up the Casing data processor to clean up your data for optimal segmentation: