How to normalize order statuses for a CRM

2026-06-20

Task

Different sources send the same state as completed, paid or 1. The CRM needs one controlled value.

Short answer

Create crm_status and add replacement rules: payment variants become paid, cancellation variants become canceled.

How to do it in Eofferix

Create crm_status from the source status.
The table maps different source statuses to one CRM dictionary.
Add replacement rules for each known supplier value.
The rules replace supplier values with final CRM values.
Use exact matching for numeric codes so partial values are not changed by accident.
Save the template and test it on real status samples.

The data below is a training example and does not belong to real user files.

source data

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