Auto Matching

Overview

This cool feature will attempt to match your incoming columns (spreadsheet (iImport) or IQA query (iUpdate)) to your desired source.

When you click on the “Auto Matches” button after uploading your spreadsheet (iImport) or selecting your IQA query (iUpdate) you will arrive at the “Add Mappings” page.

You are required to choose your Source for mapping. As soon as you select your source, iDMS will automatically attempt to match your columns from your spreadsheet (iImport) or IQA (iUpdate) and list them in the “Auto Matched Field Mappings”.

From this point you have some options:

Save - If you like the auto match and everything looks good, hit save and these matches will be brought back to your “Setup Mappings” step.

Clear All - This option will remove all auto matched field mappings.

Clear Last - Will remove last matched field mapping.

Re-Match - This will attempt to re-match your available fields to the source columns again.