Target Matching
Target matching happens before the data is exported to the destination. Target matching is a useful feature in DataPrep that prevents export failures caused due to errors from the data model mismatch. Using target matching, you can set the required data as the target and align the source data columns to match with your target module fields. This ensures seamless export of high quality data to your destination.
Steps to perform Target Matching
1. When you try exporting data to destinations such as Zoho CRM, Zoho Creator, or cloud database a target from the destination's module is attached automatically to your current data and checks if the source matches with your target module fields. If the target match check passes, the data will be exported when the pipeline run completes. But if the target match check fails, the pipeline run will fail throwing a target match error in the Job summary page. However, you can fix the errors following the below steps.
2. The target's data model is displayed above the existing source. The columns in the source are automatically aligned to match the columns in the target, if found.
Target matching displays the different icons and suggestions on the matched, unmatched columns and error columns. You can click on these suggestions to quickly make changes to match the existing column with the target column.
3. You can also perform the following operations on the target choose one of the options below using the 
Target Matching icon:
- Refresh target - In case of any updates in the target, you can use this option and refresh the target.
- Pause target - This option will temporarily remove the target from the source.
- Resume target - Using this option you can resume the paused target.
- Hide target - This option hides the target data under the source.
- Show target - Using this option you can unhide the target if it is hidden.
- Remove target - This option permanently removes the target from the source.
5. All the columns in the source and target are displayed in the grid by default. However, you can click the All columns drop down and select an option to view specific columns such as Error columns, unmatched columns, etc.
Here are the available options,
All columns : All the columns, matched, unmatched, and mismatched columns in the source are displayed.
Error columns : This options shows all the columns from the source with errors after target matching.
Unmatched columns : This option shows all the unmatched columns in the source and target.
Note:
- The non-mandatory columns in the target can either be matched with a source column if available or ignored.
- If you have imported the source data from any source other than CRM, the additional columns present in the source will not be included during export by default. However, you can rename and match those columns if you want to include them.
- If you have imported the source data from CRM, the columns in the source that are missing in the target need to be matched or removed to proceed exporting. However, the additional columns(system-generated) columns will be ignored during the export.
When using the unmatched columns option, you can toggle the Show only mandatory columns option to see if there are any mandatory columns(set as mandatory in the target) and include them. You can also fix only the mandatory columns and proceed to exporting.
Data type mismatch : This option displays the columns from the source having data types that do not match the columns in the target.
Data format mismatch : This option displays columns from the source having date, datetime and time formats that differ from those in the target.
Constraint mismatch : This option displays the columns that do not match the data type constraints of the columns in the target. To know how to add constraints for a column, click here.
Mandatory columns mismatch : This option displays the columns that are set as mandatory in the target but not set as mandatory in your source.
Note: The mandatory columns cannot be exported to the destination unless they are matched and set as mandatory. You can click the 
icon above the column to set it as mandatory. You can also use the Set as mandatory (not null) check box under the Change data type transform to set a column as mandatory.
Data size overflow warnings : This option displays the columns with data exceeding the maximum size allowed in the target.
Note: The Data size overflow warning is only applicable to database targets.6. The View summary option appears once the target is attached. Click the View summary link to get an overview of the Target match errors on the unmatched columns and error columns.
- The Target match errors section shows the errors and the number of columns associated with each error.
- The section at the top lists the error categories along with the number of errors in each category.
- You can click them to filter errors related to each category in the panel.
- In the default view, all columns are displayed. However, you can click any error category and get a closer look at the columns or view the error columns alone by selecting the Show only errors check box.
- Your filter selection in the Target match errors panel will also be applied on the grid in the DataPrep Studio page.
For the unmatched columns filter, you can select the Show only mandatory columns checkbox to view only the mandatory columns.
SEE ALSO
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