---
schema_version: "1"
id: 12ea83db357b0688385cf8510b7f3feb9e851ea78f33fd24cebc0e504e9b98a4
title: Create a Custom Batch Data Transform
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_payment_reconciliation_setup_batch_transform.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_payment_reconciliation_setup_batch_transform.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 05966a637ce0c9c1a71f4d9bb3f9ad4ad59bde0268bef615a8cba2447f3240c6
description: After Document AI parses your payment advice and payment proof files, convert the numeric and text fields that represent currency and date values into the currency and date data types that payment reconciliation requires.
products:
  - Revenue Cloud
release: "264"
---
# Create a Custom Batch Data Transform

After Document AI parses your payment advice and payment proof files, convert the numeric and text fields that represent currency and date values into the currency and date data types that payment reconciliation requires.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d131541e73">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d131541e73 ">To create a custom batch data transform:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d131541e73 ">
              <p style="margin-bottom:0;">Data Cloud Architect permission set</p>
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1. [Create a custom batch data transform](https://help.salesforce.com/s/articleView?id=data.c360_a_batch_transform_create.htm&type=5&language=en_US) to convert the text and number fields parsed by Document AI into date and currency fields. Make sure that your data transform is able to resolve the currency ISO code from the payment details.
2. For each output DLO, complete these steps.
    1. [Add a transform node](https://help.salesforce.com/s/articleView?id=data.c360_a_batch_transform_transform_node.htm&type=5&language=en_US) to convert all the fields in the DLO to the required data type. Optionally, add custom transformation logic or formula nodes.
    2. Select the three DLOs and add them to the default data space. Select the **Add without filters** checkbox.
    3. Map the output DLOs to the PaymentAdvice\_std\_\_dlm, PaymentAdviceLineInvoice\_std\_\_dlm, and PaymentProof\_std\_\_dlm data model objects.
3. Save, [build](https://help.salesforce.com/s/articleView?id=data.c360_a_batch_transform_build.htm&type=5&language=en_US), and [run the batch data transform](https://help.salesforce.com/s/articleView?id=data.c360_a_batch_transform_run.htm&type=5&language=en_US). You can run the data transform manually or [schedule](https://help.salesforce.com/s/articleView?id=data.c360_a_batch_transform_schedule.htm&type=5&language=en_US) it.