Purpose
Append attributes from Data Source B into Data Source A using a matching attribute.
Field description
- Append data from Data Source B to the input data source (Data Source A).
- By matching values from field in Data Source B to field in Data Source A – This can be an ID, email or some unique identifier.
- Using match method – Select Exact match, Fuzzy match, Begins with, End with, or Contains.
- How to append attributes – Select ‘Append all attributes’ or ‘Pick individual attributes to append’.
- Pick individual attributes to append – Allows user to pick attributes from the second data source and map it to attributes in the input data source.
- Append all attributes – This selection picks all attributes of both data sources. There is a pull down to select the attribute that will survive if they exist in both data sources: ‘Keep data from input Data Source’, ‘Keep data from Appending Data Source’, and ‘Keep data from both sources’.
Tips
- This task is useful for appending data from a look-up list to the primary list.
- This task is useful for merging two lists that can be correlated by a unique identifier.
- This task is useful for merging SFDC account information with SFDC lead information.
Examples
Adding parent company data to sales data.
- Data Source A = sales data with attribute “Order From”.
- Data Source B = customer master list with attributes “Company” and “Parent Company”.
- Use this task to add Parent Company to the sales data by matching on Order From = Company.
Add SFDC account information to SFDC leads.
- Data Source A = SFDC leads.
- Data Source B = SFDC Accounts.
- Use this task to add Account information to Leads by matching on (SFDC Leads) Company ~ (SFDC Accounts) Name using fuzzy match.
Gotchas
- Be judicious when using the append all option, especially when appending from a source that has many attributes. Job performance is adversely impacted when there are a large number of attribute.
Support Contacts
If you have any additional questions, please feel free to contact us at help@openprisetech.com.