Matching and importing selected data

1. 1Upload a CSV file with data to match with the source records.
2. 2Select a match model to use for the match process.
3. 3Map the columns from your CSV file to the fields of the selected business entity.
4. 4Preview and analyze the match results, and then import records.

Step 1. Upload a file

1On the File Import page, start the Match and Import Selected Data wizard.
The Upload File page appears.
2To select a file to upload, click Browse, and select the CSV source file.
The first 10 records 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

1On the Select Match Model page of the Match and Import Selected Data wizard, select a business entity.
2Select a match model and its corresponding version that you want to use for matching.
Note: Ensure that your user role has read access to the fields that the match model uses. Otherwise, the match model doesn’t appear for selection.
3Optionally, override the population that the match model uses as default population.
4Click Next.
The Map Fields page appears.

Step 3. Map fields

1On the Map Fields page of the Match and Import Selected 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.
3Verify the mapping of all the fields and ensure that all the required fields are mapped.
Note: To indicate the match fields present in the selected match model, a tick () icon appears next to each of the match fields in the Target section.
4Click Next.
The Preview Record Pairs page appears.

Step 4. Preview record pairs and import records

1On the Preview Record Pairs page of the Match and Import Selected Data wizard, preview and analyze the match results displayed in the Match Output Preview section.
You can preview the match results of the first 50 records in the input file. The preview results might not be an accurate representation of the match output as the process uses limited data from the input file.
The following image shows a preview of sample match results:
aFilters for the match results
bList of matching record pairs
The following table describes the different actions that you can perform on the match results:

Action	Description
Filter	Filter the match results based on the record category. You can select the following options: - Records qualified for manual merge. Displays the record pairs that qualified for manual merge. - Records qualified for automated merge. Displays the record pairs that qualified for automated merge. - Records with no matches. Displays the unmatched records.
Analyze	Analyze the match results of the first 50 records in the input file. You can analyze the following details of the match results: - Record Pairs. Displays the record pairs that the match process generated after matching the first 50 records in the input file with the source records. You can also view the master records of the matching source records. You can expand or collapse the master records to view or hide the contributing source records. - Identifier. Displays the unique identifiers of the source and master records, such as business IDs of master records and source primary keys of source records. - Match Result. Displays the match results of the record pairs. You can view one of the following match results: - Automated Merge. Indicates that the record pairs are qualified for automated merge. - Manual Merge. Indicates that the record pairs are qualified for manual merge. - Unmatched. Indicates that the records in the input file haven't matched with any of the source records. - Match Score. Displays the match scores of the record pairs. - Matching input columns. Displays the columns in the input file that matched with fields in the source records. The matching input columns vary based on the columns present in the input file.

2After you preview and analyze the match results, select the record categories that you want to import.
3Click Import Records.
The Select Records to Import dialog box appears.
4To import records, select one of the following options:
• - Select records now. Allows to select the records that you want to import now. You can select the records based on the preview results.
• - Select records later. Allows to select the records to import after the match process.
5If you choose Select records now, in the Records to import section, select the record categories that you want to import, and click OK.
A job runs to match all records in the input file with source records. You can monitor the job status on the My Jobs page. After the job completes, the selected records are imported into Customer 360 SaaS.
6If you choose Select records later, perform the following tasks:
1. aClick OK.
A job runs to match all records in the input file with source records. You can monitor the job status on the My Jobs page.
The following image shows a sample job on the My Jobs page:
2. bOn the My Jobs page, click Import.
Important: You must import the records within four days after the job completes the Release The Job step. Otherwise, the match results expire.
On the Import Data page, you can preview the record pairs that the match process generated after matching all the records in the input file with source records.
The following image shows the sample record pairs on the Import Data page:
3. cPreview and analyze the match results, and select the record categories you want to import.
4. dClick Import Data.
The job resumes its run from the Release The Job step. After the job completes, the selected records are imported into Customer 360 SaaS.
7Optionally, download and view the match output report on the My Jobs page.
1. aClick the Match tab, and then click Output.
2. bSelect the record categories that you want download.
3. cClick Download.
The Export dialog box appears.
4. dClick Export.