Auto Match
- If you are running an auto-match, it is best to use the most recent data. Therefore, it may be necessary to perform a new data load. The below box will appear after you select the “Perform Auto Match” link, so you have the ability to load new data.
- After you select the “Perform Auto Match” link, you will land on the Rule Dashboard. This is where you define the rules for how the records are matched.
- Select the rule’s link under “Matching Rule Name” to see more details on the rule definition. In this example, we are only doing an exact match, but additional rules can be set (e.g. “starts with” or “ends with”).
- EXACT means the value in the Source System’s field must match exactly to the value in the Destination Source’s mapped field for the records to be matched in the integration.
- Select the “Preview Matching Count button at the bottom of the screen to see stats/percentages on successful matches based on the rules.
- Select the plus sign (“+”) to add more fields to the rule. Select the minus sign (“-”) to remove a field.
- To add a new matching rule to an object, select the “+ Add Rule” button on the Rule Dashboard.
- To delete a rule, select the “Delete” button.
- To delete a rule, select the “Delete” button.
- If you have multiple matching rules for an object, you can drag-and-drop to specify the hierarchy. Then, select the “Run Rules” button on the bottom right.
- This creates a filtering process. The rule at the top of the list will run first in the matching process, then the second rule in the list, and so forth. See the example and explanation below.
- The user can also pick and choose which rules they want to manually run by selecting the checkbox to the left of the rule and then clicking the “Run Rules” button.
- In the example demonstrated in the above screenshot, the user only matched on first name and last name. So, the Matching Summary will only reflect results from that run.
- If the user selects to run all rules, the hierarchy/filtering process described earlier will take place.
- As you can see in the screenshot below, the Matching Summary shows that it started with 1,642 total members and matched 220 of those members based on First and Last Name. Then, it reviewed the remaining 1,422 members and matched 91 more based on Last Name only. Finally, it reviewed the remaining 1,331 but was unable to match any based on First Name and DOB.
- As you can see in the screenshot below, the Matching Summary shows that it started with 1,642 total members and matched 220 of those members based on First and Last Name. Then, it reviewed the remaining 1,422 members and matched 91 more based on Last Name only. Finally, it reviewed the remaining 1,331 but was unable to match any based on First Name and DOB.
- Below the Matching Summary, select the “View Potential Matches” link to see details of the potential matches. You’ll be prompted to select the product and chapter.
- After you select a designation in the “Chapter of Initiation” field, you can view potential matches for each rule and match records from this results screen.
- From this screen, select the radio button of the records you wish to match. Then, click the “Confirm” button at the bottom right of the screen to complete the matching of the selected records between the Source and Destination systems.
- Note: In the Vault-ChapterSpot/SalesForce integration, we currently auto-match objects as follows:
- Chapter = Designation - EXACT match
- Member = First and Last Name - EXACT matches
- Officer = N/A - There are no auto-match rules for the Officer object.