Contact Zone:MatchUp Tutorial

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← Contact Zone

MatchUp Navigation
Component Settings
Show Details
MatchUp Tabs
Field Mapping
Source Pass-Through Columns
Lookup Pass-Through Columns
Output Filter
Matchcode Editor
Matchcode List
Component List
Component Properties
Result Codes

The following steps will guide you in the basic usage of MatchUp for Contact Zone.

Component Settings

Navigate to Tools > Melissa Data Settings > Components > MatchUp

CZ MU ComponentSettings Menu.png

Set up the MatchUp Component Settings. See Component Settings.

Add Component

To add MatchUp to your project, drag the component onto the Data Flow screen. This will snap the MatchUp Component into your workflow space.

CZ MU Tutorial Component.png

Connect Input

Select data flow sources to be your input data. Many formats can be used as Sources, including Excel files, flat files or Access Input data sources. Connect these data sources to the MatchUp Component by dragging the arrow from your data flow source to the MatchUp Component.

CZ MU Tutorial Source.png

Configure Component

Double click the MatchUp Component to bring up the interface.

Matchcode Tab

Select the matchcode you want to use from the drop-down menu. If you need a customized matchcode, you may use the Matchcode Editor.

CZ MU Matchcode.png

Field Mapping Tab

The Source Mapping table automatically pulls the data from the first input step connected to the component. In the drop-down menu under Lookup Step: select the input step to be matched against the Source Mapping.

CZ MU FieldMapping.png

Options Tab

Select the lookup options (e.g. whether to suppress or intersect) and designate any special naming for the output columns.

CZ MU Options.png

Source Pass-Through Columns Tab

Click on “get fields”. This will set any extra fields to be output from the input step.

CZ MU SourcePassThrough.png

Lookup Pass-Through Columns Tab

Click on “get fields”. This will set any extra fields to be output from the input step.

CZ MU LookupPassThrough.png

Output Filter Tab

You can specify the filter from the drop down or you can also create your own custom filter.

CZ MU OutputFilter.png

Connect Output

Add data destinations for the downstream output. Connect the respective output filter pin to the output destination.

CZ MU Tutorial Output.png

Save Settings

Click File and select Save as to save the project.

CZ Tutorial Save.png

Run Project

Now, the project is ready to run. It is possible to observe in real time as records flow from your input sources through the MatchUp Component and pipe output source(s) depending on the filtering options.