{"id":851,"date":"2026-05-08T04:26:06","date_gmt":"2026-05-08T08:26:06","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/newfeatures-upsert-smart-data-mapping\/"},"modified":"2026-09-29T06:32:58","modified_gmt":"2026-09-29T10:32:58","slug":"newfeatures-upsert-smart-data-mapping","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/newfeatures-upsert-smart-data-mapping\/","title":{"rendered":"Workato Upsert &amp; Smart Data Mapping for Faster Integrations"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">We&#8217;re always working to make our no-code recipe building as intuitive as possible. Our new features, Upsert and <a href=\"https:\/\/www.workato.com\/the-connector\/data-mapping\/\">Smart Data Mapping<\/a>, do just that, making recipes shorter to read, easier to build and backed by the same powerful integration capabilities you know and love.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><b>Upsert Object for Salesforce<\/b><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;re simplifying the way Workato recipes are built and read with the new Upsert feature. Upsert is a combination of the words &#8220;Insert&#8221; and &#8220;Update.&#8221; <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For Workato specifically, it is the process of inserting and\/or updating data from one app into another app without creating duplicates &#8211; a very common scenario for our users.\u00a0In other words, when we&#8217;re syncing data between apps, we often run into situations where the data we&#8217;re inserting from App 1 may already exist in App 2. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We don&#8217;t want duplicate data, so we need to check to see if it already exists &#8211;\u00a0if it does, we update it, and if it does not, we create it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;s imagine that\u00a0when a new Ticket is created or updated in <a href=\"https:\/\/www.workato.com\/integrations\/zendesk\">Zendesk<\/a>, we want\u00a0to sync it\u00a0with the corresponding <a href=\"https:\/\/developer.salesforce.com\/docs\/atlas.en-us.object_reference.meta\/object_reference\/sforce_api_objects_case.htm\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Case<\/a>.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have created a <a href=\"https:\/\/docs.workato.com\/en\/recipes.html\">Workato recipe <\/a>before, you are probably very familiar with the\u00a0logic snippet\u00a0shown below &#8211; a new or updated ticket in Zendesk triggers the recipe, then Workato searches for the matching case in Salesforce, if it exists, we update it, if it doesn&#8217;t, we create a new\u00a0case.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/www.workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/upsert-uno-e1480548032418.png\" alt=\"upsert-uno\" class=\"wp-image-2858\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Now, with the new Upsert feature, the very same recipe as above will look like this:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/www.workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/upsert-dos-e1480546911660.png\" alt=\"upsert-dos\" class=\"wp-image-2859\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">To\u00a0configure an Upsert, just\u00a0select the Object (&#8216;Salesforce Case&#8217; in this example) and then specify the Key Field\u00a0you want to use to look up this object (this is the same as what you would have used in the \u2018search\u2019 action &#8211; so in this example, &#8216;Account ID&#8217;).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/www.workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/upsert-3-again.png\" alt=\"upsert-3-again\" class=\"wp-image-2863\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Right now, Upsert is only available for Salesforce. We will be adding\u00a0support for\u00a0the\u00a0Upsert feature\u00a0for other apps as well, so keep an eye out or let us know what apps you want\u00a0to use Upsert with in the comments!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><b>Smart Data Mapping<\/b><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Smart Data Mapping means we can help guide you as you build your recipe. We&#8217;ll now offer automatic suggestions for how to map a specific field based on the\u00a0actions\/triggers you have used in your recipe. The auto-suggest kicks into action anytime you select an input data field. Check it out:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/smart-auto-mapping.gif\" alt=\"smart-auto-mapping\" class=\"wp-image-2853\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Our auto-suggestions learn from <a href=\"https:\/\/www.workato.com\/the-connector\/data-mapping\/\">data mappings<\/a> done by Workato users. We look at the data and offer up the best recommendations. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As a result, you may not see a lot of recommendations for certain fields, but we are working on adding to our corpus and refining the algorithm so we can offer even more great recommendations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We hope these new features continue to make recipe building one of the easiest and most effective ways to build robust automations across your apps. Let us know your feedback or any suggestions for new features you might have.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We&#8217;re always working to make our no-code recipe building as intuitive as possible. Our new features, Upsert and Smart Data Mapping, do just that, making recipes shorter to read, easier to build and backed by the same powerful integration capabilities you know and love. Upsert Object for Salesforce We&#8217;re simplifying the way Workato recipes are [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":11730,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[35],"tags":[],"class_list":["post-851","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-company-product-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Workato Upsert &amp; Smart Data Mapping for Faster Integrations - Workato<\/title>\n<meta name=\"description\" content=\"Learn how Workato Upsert and Smart Data Mapping simplify integrations, reduce manual work, and accelerate workflow automation\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/newfeatures-upsert-smart-data-mapping\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workato Upsert &amp; 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