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1. Create a Dataset

If you want to match between two datasets, make sure to create both datasets

Before you can start a job, you need to create a dataset. You can do that in the App by clicking the New Dataset button. Right now the application will only accept CSV files.

Add a dataset

Your dataset should only include the fields relevant for the task (this can be multiple fields), you can either edit the dataset before uploading or enter the specific Columns in the upload form.

Select Columns

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2. Start a Match Job

Once your datasets have been created, it's time to kick off a job. You can do that in the App by clicking the Start Job button.

Make sure to select Match as your Job Type.

The Base Dataset and Match Dataset can be the same if you want to match records within an existing dataset, otherwise, for every record in the Base Dataset the system will try to match any record from the Match Dataset.

Since a job can take a while depending on the amount of data, you can see the progress on the job’s page which will update automatically ever 30 seconds. You will also receive an email when the job is complete, so feel free to navigate away from the page if needed.

View Job Progress

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3. Exporting Your Matches

Once the match job is complete, you can click the Export Data button to get the corresponding base_dataset_id and match_dataset_id values in a CSV file. If there was no match, the match_dataset_id will be blank.

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