To match data in a CSV file with master data and export it, you need to select a suitable match model. You can override the population of the model based on the population of the data that you want to match. You also need to map the input columns from the CSV file to the business entity fields.
For example, if input data includes records from the Chinese population, but the population for the match model is set to usa, you can specify the Chinese population. After you map the input columns from the CSV file to the business entity fields, you can select the values to export from the CSV file and master data. You can then preview the match output and export it.
The preview might not be an accurate representation of the match output as the process uses limited data from the input file. For example, if the input file contains seven address entries for the first record, the match process uses only five entries for the preview. Therefore, if the first five address entries don't match the master data, the record might not appear as a match even though the last address entries match the master data.
To match and export data, perform the following steps:
1Upload a CSV file that contains data you want to match with the master data.
2Select a match model to use for the match process.
3Map the columns from your CSV file to the fields of the selected business entity.
4Select the values to export.
5Preview the input data and their match output details, and then export the data.
Step 1. Upload a file
To match and export data, upload an input CSV file that contains data you want to match with the master data. Customer 360 SaaS doesn't store the input CSV file that you upload.
1On the File Import page, start the Match and Export Data wizard.
The Upload File page appears.
2To select a file to upload, click Browse, and select the source file.
The first 10 rows of the input CSV file appear in the preview section.
3In the File Import Settings section, verify the system-suggested settings based on your data, and update any setting that is incorrect.
The following table describes the available import settings:
Field
Description
Delimiter
Character that represents the break between data values in the input file. Select a predefined delimiter or select Other to define a custom delimiter.
Text Qualifier
Symbols used in the file to enclose a string.
When a text qualifier appears within the field value, ensure that you provide an escape character.
For example, if the field value that you try to import is "David" and the text qualifier is ", ensure that you input the field value in the following format:
"""David"""
The outer pair of double quotes denotes the text qualifier. The inner pair denotes the escape character, and the innermost pair is part of the field value. If you omit the pair that denotes the escape character, the import process doesn't consider double quotes as part of the field value.
Encode Type
Unicode encoding type.
Use Data Starting from Line
Row number in the file from where you want to import data. Use this field to exclude headers. Default is 2.
Contains column headers
Indicates whether the source file includes column headers.
Column Header Row
Header row number in the file.
Regional settings
Indicates whether you want to configure date and time formats.
Date Pattern
Format of the date fields in the file.
Date Time Pattern
Format of the date and time fields in the file. The time zone is UTC (Coordinated Universal Time).
Decimal Separator
Character used as a decimal separator. Default is period (.).
Thousand Separator
Character used as a thousand separator. Default is comma (,).
4Click Next.
The Select Match Model page appears.
Step 2. Select a match model
You can use a match model of a business entity to match data in the input CSV file with the master data. Ensure that the match model that you select doesn't include only machine learning models but also includes declarative rules.
1On the Select Match Model page of the Match and Export Data wizard, select a business entity.
2Select a match model and its corresponding version that you want to use for matching.
3Optionally, override the population used in the match model.
4Click Next.
The Map Fields page appears.
Step 3. Map fields
You can map the columns from the input CSV file to the business entity fields that the selected match model uses for matching. Customer 360 SaaS automatically maps some of the columns from the CSV file to the business entity fields based on their confidence score. If required, you can modify the mapping and manually map the columns from the CSV file to the business entity fields.
1On the Map Fields page of the Match and Export Data wizard, drag a source column to a business entity field to map them.
2Click Apply a Saved Mapping, select the mapping, and click Apply.
3 Verify the mapping of all the fields and ensure that all the required fields are mapped.
4Click Next.
The Select Values to Export page appears.
Step 4. Select values to export
You can select the values that you want to export from the master data and the input file. Customer 360 SaaS exports the selected values, and the master data values appear blank for the records that don't match. Select at least one source column and a business entity field to export.
1On the Select Values to Export page of the Match and Export Data wizard, drag the source columns and the business entity fields that you want to export to the Fields to Export section.
2To export all the source columns, click Add all the source columns.
3Click Next.
The Preview and Export page appears.
Step 5. Preview and export data
After you select the values to export, you can preview the first five rows of the input data and their match output details. You can then start the match and export process.
1On the Preview and Export page of the Match and Export Data wizard, preview the match output data.
2Optionally, save the mapping for future use.
aTo save the mapping, select Save as a new mapping, and specify a name for the mapping.
bTo overwrite an existing mapping, select Overwrite an existing mapping, click Select, select a mapping, and then click Apply.
aTo discard the mapping, select Don't save.
3To export the file, click Export.
A job runs to match and export the data. You can monitor the status of job on the My Jobs page. You can also download and view the match output report.