External Match Workflow
Learn about the sequence of steps for matching the entities from a file with the data in the tenant.
The workflow of how entities from a file are matched is as follows:
- Create a new job or duplicate an existing job definition.
- Select the input file from the required source system.
- Define new mappings or use an existing mapping to map file columns to the entity attributes (part of the entity model). The user can map multiple attributes to one column, if required.
- Add crosswalks if your survivorship rules depend on the source system. A crosswalk assigns a source type and a source record ID to each input record, so that operational values are calculated the same way as for records loaded into the tenant. For more information, see Adding Crosswalks to an External Match Job.
- Review and start Matching.