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Inaport - new tutorials on matching techniques
Posted: 10 Apr 08 5:19 AM
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You are probably well aware that keeping the data in SalesLogix or SageCRM system up to date and clean is a major factor in a successful implementation. You may also have experienced how difficult this can be.
Inaport for SalesLogix or Inaport for SageCRM is a general purpose engine for importing almost any data into your CRM system, from simple lists of leads through to accounting and ERP data. Inaport can pull data from any ODBC compliant data source (Excel, Access, text, SQL, ..), transform it, and insert or update.
Inaport provides a range of matching techniques to assist in identifying the correct record to update, or whether it even exists. We now have a set of tutorials that provide an introduction to matching, and specific coverage of each of the techniques, with discussion of benefits and drawbacks of each.
* Introduction - Introduction to the general concepts involved in matching, including parent/child relationships.
http://www.inaplex.com/Resources/ppt/Intro_Matching.mht
* Standard Matching - Simple, powerful, flexible. Lets you build match criteria on any field or combination of fields, use expressions to manipulate the field data (e.g. extract phone area code), and build alternate match criteria (match A OR B OR C)
http://www.inaplex.com/Resources/ppt/Match_Standard.mht
* Fuzzy Matching - Match when data is dirty ("InaPlex" and "inalex"). Fuzzy matching lets you compare strings and score how similar they are, see all matches with a good enough score, and select which matches you want.
http://www.inaplex.com/Resources/ppt/Match_Fuzzy.mht
* SQL Matching - Ideal for large data sets. There is a customer using SQL matching on a 20 million row table for updates every night.
http://www.inaplex.com/Resources/ppt/Match_SQL.mht
For a list of all tutorials, see http://www.inaplex.com/Resources/Tutorials.aspx
If you have any questions, please do not hesitate to contact info@inaplex.com
_________________
David Evans
InaPlex Limited
www.inaplex.com
Phone: UK: +44 (0)845 617 0206
US: +1 (949)784-0708 |
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