Record Lookups are how Importacular NXT seeks to find matches between the incoming data and records from Raiser’s Edge NXT. Each Record Lookup has at least one Matching Rule for Importacular to work with.

When building your Templates, you will be required to attach a Record Lookup for each Constituent/Relationship contained within the template.

Record Lookup Manager

The Record Lookup Manager allows you to add or edit Record Lookups and their associated Matching Rules as well as delete any no longer in use.

You can filter by Lookup Types

Matching Rules

Each Matching Rule has a variety of Field lookup options to choose from as well as a selectable Match Quality rating and an ability to change the order of when Importacular use the Matching Rule. Importacular NXT looks to find a match using all the fields selected in the first Matching Rule.

Additionally, Importacular NXT will also take into consideration the Match Quality of each Matching Rule.

• Three stars are used when there is a match on all the fields selected (excluding matching an blank values). A three-star match will result in the record being set to ‘Update’ in the Review Screen, unless multiple matches are returned.
• Two stars are used when there is a match on all the fields selected (excluding matching an blank values), BUT you have selected one of the Equivalents options, allowing for some wiggle-room in your matches. A two-star match will result in the record being set to ‘Update’ in the Review Screen, unless multiple matches are returned. Though the outcome will remain the same as a three-star match, the purpose of the two-star match quality is to all the user some discernment when managing matches at the review stage.
• One star is used when there is a match on all the fields selected (excluding matching an blank values), BUT the fields selected are too vague or few to give you a reliable match. One Star matches will always return a ‘Decide’ in the Review Screen so that you can make the final decision.

Recommendations

The Order Is Important

The order of your Matching Rules are important, so make sure your first Matching Rule is strict, where it is likely to only find one record from within your RE Data. So have it try to find a unique value this is not likely to be duplicated, such as Lookup ID or a 3rd Party ID within Alias.

Once you have created Matching Rules that are strict, create some Matching Rules that are less strict, but still likely to find a single record match. If your data practices have made it so that an email address is unlikely to appear across multiple records, then consider using email address as a Matching criteria. If an email address is likely to appear across multiple records in your RE, consider including first name and last name in your Matching Rule as well as email address to help narrow down the matching possibilities.

Biographical Matching and Equivalent Values

Creating Matching Rules using biographical fields such as name and address are less likely to find a single match due to factors like people having the same name, people with the same last name living in the same house, or the incoming value differs from the associated value in your RE. With this in mind, consider the incoming data and how it might relate to your data in RE. If you find that your RE data tends to hold a persons full first name, but the incoming data contains shortened version of First Name (for example Rob instead of Robert, Cat instead of Catherine, etc.), then consider selecting ‘First Name Equivalents’ to allow Importacular to consider that a record is matched, even though the First Name is not a strict match.

Likewise, if you see that the incoming addresses contain common abbreviation of addresses like St for Street, Rd for Road, etc., consider selecting the Address Equivalent option. This means Importacular will consider a record is matched, even though the Address Line is not a strict match. There is also an Organization Name Equivalent that does a similar thing for common Organization abbreviations such as LTD for Limited.

For more information about Equivalent Values, please look here.

Including One-Star Matches

We also recommend that at least one Matching Rule be added to the bottom of your Record Lookup with a Match Quality of one-star. This should very lenient, so that it is able to suggest some possible records for you to consider at the review stage, if all other Matching Rules have not been able to. Even if one record is matched upon, the nature of a one-star Matching Rule will always result in a record being presented as a ‘decide’.

Mapped Fields and Matching Rules

It is important to highlight that Matching Rules only work on Fields that have been mapped in your Template. For example, if you have not mapped an email address in your template, Importacular will not be able to find a match on an email address.

Mixed Constituent Types

If your incoming data contains Individuals and Organizations, you can set the ‘Constituent Type’ field within the Constituent Mapping to ‘Mixed’. This will make Last Name/Surname and Org Name required fields. In the scenario, if the Org Name contains is blank, then Importacular NXT will seek to add/update an Individual record and populating it with the Last Name/Surname (any other associated fields). If Org Name does contains a value, then Importacular NXT will seek to add/update an Organizational Record and an Individual record will not be added or updated.

With this in mind, your Record Lookups will need to contain Matching Rules that cater for the looking up of Organizational records and Individual records. To ensure that the Record Lookup is able to find or lead to the creation of the correct Constituent Type, users must select the ‘Mixed’ option on the Constituent Type field mapping within their template.