The Matching Logic section includes how to identify if records from the source system are existing in the target system and how to handle the integration if there are matching records.
- Matching Logic: Include the fields that you would like to match on to determine if records are the same. For the example above, the project is working with people data, so the matching logic includes Last Name and Email. If records from the data source have the same Last Name AND Email as the data target, the records will be considered the same record.
- Match method: Select how to match data - options are: Exact match, Fuzzy match, Source value contains target value, Target value contains source value, Source value begins with target value, Target value begins with source value, Source value ends with target value, Target value ends with source value. To learn more about these options, click HERE.
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Sync options: Decide how to sync records after matching the records in step 1.
- Add and update: If you would like to add new records (didn't match using the matching logic setup) and update existing records select this option.
- Add only: only records that did not match using the matching logic will be exported and added to the target system.
- Update only: only records that matched using the matching logic will be exported and updated to the target system.