Match Records by Using Advanced Merge

Advanced Merge matches nodes with different names or at different levels in incoming lists. For example, instead of using a primary key that exists in both lists, you can match records based on first and last name.

To use Advanced Merge, check the Advanced Merge box and creat an Advanced Merge Map table. The example table provides the paths and names of fields to match, using groups to indicate which fields to compare.

List Key

Matching Path

Matching Group

CopyBirthdates:contact

firstName

1

DRExtractBirthdates:contact

firstName

1

CopyBirthdates:contact

lastName

2

DRExtractBirthdates:contact

lastName

2

The two firstName fields are compared because they are both in group 1, and the two lastName fields are compared because they are both in group 2. For a record to be merged, the firstName and lastName fields must match.