Target Matching in Zoho DataPrep

Target Matching




Target matching allows you to set a target and align the source dataset to match with your target before exporting data. You can attach a target dataset to match the column structure, formats, and the data types in the existing source dataset. This helps you ensure seamless exporting of high quality data to your destination.

Target matching happens before the data is exported to the destination. This way the schema or data model errors that could cause export to fail are caught beforehand preventing export failures.
 

Steps to perform Target Matching

You can apply target matching using the Target Matching icon from the upper right corner in the DataPrep Studio page. 




You can begin the target matching steps by attaching the target dataset to the current dataset.

1. Click the Target Matching icon and select Attach a new target option from the context menu. 

2. Click the Datasets option and choose one of the existing datasets from the current workspace.




3. The target's data model is displayed above the existing source dataset. The columns in the source dataset are automatically aligned to match the columns in the target dataset, if found.

Target matching displays the different icons and suggestions on the matched and unmatched columns. You can click on these suggestions to quickly make changes to match the existing column with the target column.



4. After attaching the target, you can choose one of the options below using the Target Matching icon:
 
  1. Refresh target - In case of any updates in the target dataset, you can use this option and refresh the target.
  2. Pause target - This option will temporarily remove the target from the source dataset.
  3. Resume target - Using this option you can resume the paused target dataset.
  4. Hide target - This option hides the target data under the source dataset.
  5. Show target - Using this option you can unhide the target dataset if it is hidden.
  6. Remove target - This option permanently removes the target dataset from the source dataset, but you can always attach a target using the Attach a new target option. 

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 dataset are displayed.

Error columns : This options shows all the columns from the source dataset with errors after target matching.

Unmatched columns : This option shows all the unmatched columns in the source and target datasets.

Note:
  1. The non-mandatory columns in the target can either be matched with a source column if available or ignored.
  2. If you have imported the source dataset 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. 
  3. If you have imported the source dataset 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 dataset having data types that do not match the columns in the target.

Data format mismatch : This option displays columns from the source dataset having date, datetime and time formats that differ from those in the target dataset.

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 dataset.

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. 
  1. The Target match errors section shows the errors and the number of columns associated with each error. 
  2. The section at the top lists the error categories along with the number of errors in each category.
  3. You can click them to filter errors related to each category in the panel.
  4. 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. 
  5. 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

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Dataset transforms

                                                                                                        Dataset transform consists of combining and transforming datasets to suit your needs. You can apply the following transforms in a dataset. Deduplicate Row-wise Column-wise Join Append Pivot Unpivot Calculated columns Derive dataset Mark as personal ...
                                                                                                      • Derive dataset

                                                                                                        The Derive dataset transform allows you to create a branch of your dataset from the last applied transform in your dataset. The new dataset will have the most recent state of your data with an empty ruleset. To derive dataset 1. Click the Transform ...
                                                                                                      • Mark PII and ePHI data

                                                                                                        You can mark a column that contains PII(Personal Identifiable Information) or personal data and ePHI (Electronic Protected Health Information ) data using the Mark PII and ePHI data transform. You can also apply security methods on the columns to ...
                                                                                                      • Window functions to add formula columns

                                                                                                        A window function is used to perform calculations across a group of rows on a dataset. A set of rows is termed a window. You can use window functions to perform summations and calculations based on a rolling window of data, relative to the current ...
                                                                                                      • Text and pattern matching

                                                                                                        Zoho DataPrep supports the following text and pattern matching types. Text literals: Text literals are used to match the exact specified text in your data. Regular expressions: Regex are used to match data based on the expression provided. For ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources