Match and select records

Your first workflow - Stage 3 of 5

Relate records across systems and select the population for your first change.

Before you begin, complete Connect your systems.

Match records between systems

1. In Processing > Relations, select the source system, table, and matching column in the A pane.
2. Select the corresponding target system, table, and column in the B pane.
3. Select Match.
4. Review the Left, Common, and Right results. Check known matches and investigate unexpected unmatched records.
5. Select Add, then Save, when the relation is correct.

See Create an inter-system relation for the detailed instructions.

Create a focused filter

1. In Processing > Filters, select Add, enter a descriptive name, and select Create.
2. Choose the source Start Table.
3. Add expression and relation items to select only the population selected for your workflow.
4. For account creation, use the target relation to exclude people who already have a corresponding account.
5. Select Filter to preview the result.

See Create a filter and Relation items.

Check exactly which records qualify

1. Compare the filter result with the records selected for your workflow.
2. Investigate duplicates, missing identifiers, or unexpected records.
3. Confirm the output includes the values your mapping will need.
4. Save the filter.

Ready to continue: The filter returns only the intended population, and you can explain why each record qualifies.

Step 1 of 3

Continue to the next stageCreate and test a change