Matching Criteria – Dataset Records
This article provides an overview of what criteria imports and forms use for matching records when dealing with dataset records.
When importing to a Dataset destination (e.g., Organizations) using a form or Upload Dataset, Slate attempts to prevent the creation of duplicate records by finding an existing, matching dataset record. As soon as a dataset record matches a mapped item, Slate considers the record to be found, and it will stop evaluating subsequent matching criteria. As such, the order is important to note below.
Forms and imports must have a specific dataset selected, so in addition to the matching criteria listed below, the matching record must also be part of the selected dataset.
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