Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • MDM - Customer 360 10.5
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Managing Record Versions
  9. Importing Bulk Data
  10. Viewing Tasks
  11. Participating in Review Processes
  12. Managing Tasks
  13. Resolving Duplicates
  14. Investigating Data Changes
  15. Investigating Relationships
  16. Creating Customer Profiles on the Customer Portal

User Guide

User Guide

Back Next

Matching Records

Matching Records

You can import data in into
Data Director
 and perform an ad hoc match to compare new records with the existing records.
  1. In the navigation pane, click
    Ad Hoc Match.
    The
    Ad Hoc Match
     page opens.
  2. To select the file you want to import, drag and drop a CSV or an Excel file.
  3. Optionally, you can click
    Browse
    .
  4. Click
    Next
    .
    The
    File Properties
     page opens.
  5. In the
    File Properties
     panel, specify the following ad hoc match properties:
    Property
    Description
    Import from Sheet
    Select the source file name. This option is applicable only for Excel files.
    Import Data from Line
    Select the row of the source file you want to import data from.
    Has Column Headers
    Select to display table headers for each column
    Column Header in Row
    Enter the header number of the row that you want a column.
    Regional Settings
    Select this option if records contain international characters.
    Date Pattern
    Date pattern for dates in the import file. For more information about the supported date patterns, see Supported Date Patterns.
    Decimal Separator
    Decimal separator. Choose a comma or a period. Default is a period.
    Thousand Separator
    Thousand separator. Choose no separator, a comma, or a period. Default is no separator.
  6. Click
    Next
    .
    The
    Map Fields
     page displays the source file data, the system suggested targets and the confidence indicators.
  7. You can perform the following actions:
    1. To accept the system suggested mapping, click
      Accept
      . The suggested mapping appears under the Business Entity.
    2. To reject the system suggested mapping, click
      Reject
      .
    3. To partially accept the system suggested mapping, select the checkbox next to the business entities and click
      Accept
      .
  8. Expand the business entities or relationships to review the list of mapped target fields. You can filter the mapped target fields to view how the target fields were mapped.
    If timeline is enabled for a business entity, the business entity is not available as a mapped target field.
    1. Click the
      Show
       drop down list.
      A list of filter options appear. Select one of the following options:
      Filter Option
      Description
      Mapped
      Displays all mapped source columns and target fields.
      Unmapped
      Displays all unmapped source columns and target fields.
      User Mapped
      Displays all user mapped source columns and target fields.
      Auto Mapped
      Displays all system mapped source columns and target fields.
      All
      Displays all source columns and target fields.
  9. Click
    Next
    .
    The
    Preview Match Results
    screen appears.
  10. To select the match rule set, click the
    Match Rule Set
    drop down.
    The source file data appears in the Preview Match Results panel.
  11. You can preview the records before you import the file. Click
    Show Preview
    .
  12. Click
    Match
    .
    The match job completes.
  13. After the match process is complete, click the
    My Jobs
     window to display the match results.
  14. To download the list of matched records as an Excel or CSV file, click
    Download
    .
0 COMMENTS
We’d like to hear from you!