When importing to a dataset destination (such as Funds, Appeals, and Companies and Foundations) using a form or Upload Dataset, Slate attempts to prevent duplicating records by finding an existing, matching dataset record. When a dataset record matches a mapped item, Slate considers the record to be found, and it stops evaluating subsequent matching criteria. For this reason, the matching order is important to understand.
Forms and imports must have a specific dataset selected; besides the following matching criteria, the matching record must also be part of the selected dataset.
The following items are used in Slate to identify an existing dataset record in the order listed:
|1. Row Slate GUID Matching Only||(Matching only means that this does not update the GUID; it is used only to find potential matches.) This is the 36-character unique identifier of the dataset record.|
|2. Row Identity Matching Only||(Matching only means that this does not update the Identity; it is used only to find potential matches.) This is the integer value of the identity column on the dataset record. It is automatically assigned and cannot be updated.|
|3. Key||This is the unique key for the dataset record. If the key does not exist or a match was made from previously evaluated matching criteria, and the key does not match, then the key is updated.|
|4. Username||This is the username for the dataset record, which can be used to sign in to portals requiring dataset authentication. If the username does not exist or a match was made from previously evaluated matching criteria, and the username does not match, then the username is updated.|
|5. Dataset-scoped unique custom fields||If the unique field value does not yet exist or it does not match what was mapped in the source, the value is updated.|
If a matching record is found, that record is updated. If none of these items match, a new dataset record is created.