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Create an Advanced List Merge Example

Create an Advanced List Merge Example

The next Integration Procedure is a modified version of the previous example. Instead of matching list items using Id fields, it uses the Advanced Merge feature to match first and last names.

If you're using the designer on a managed package, you can download a data pack of this example from here.

  1. Create a Basic List Merge Example.
  2. Clone the GetBirthdates Omnistudio Data Mapper and name it GetBirthdates2. On the Output tab, change the Output JSON Path values from contact:firstName to contact:FN and from contact:lastName to contact:LN.
  3. In the Integration Procedure, in the DRExtractBirthdates component, change the Data Mapper Interface to GetBirthdates2.
  4. In the Integration Procedure, in the List Action, check Advanced Merge, and add these rows to the Advanced Merge Map table:

    List Key

    Matching Path

    Matching Group

    DRExtractAddresses:contact

    firstName

    1

    DRExtractBirthdates:contact

    FN

    1

    DRExtractAddresses:contact

    lastName

    2

    DRExtractBirthdates:contact

    LN

    2

  5. On the Preview tab, click Execute. The output is similar to this example:
    {
      "contactMerge": [
        {
          "LN": "Jones",
          "FN": "Cathy",
          "birthdate": "1975-10-03",
          "street": "300 Broadway",
          "state": "FL",
          "city": "Orlando",
          "lastName": "Jones",
          "id": "0036100001E5xrWAAR",
          "firstName": "Cathy"
        },
        {
          "LN": "Jones",
          "FN": "Doug",
          "birthdate": "1976-10-04",
          "street": "400 Washington Blvd",
          "state": "AZ",
          "city": "Phoenix",
          "lastName": "Jones",
          "id": "0036100001E5xrvAAB",
          "firstName": "Doug"
        },
        {
          "LN": "Smith",
          "FN": "Albert",
          "birthdate": "1973-10-01",
          "street": "100 Main Street",
          "state": "CA",
          "city": "San Francisco",
          "lastName": "Smith",
          "id": "0036100001E5xqnAAB",
          "firstName": "Albert"
        },
        {
          "LN": "Smith",
          "FN": "Ben",
          "birthdate": "1974-10-02",
          "street": "200 Second Street",
          "state": "OR",
          "city": "Portland",
          "lastName": "Smith",
          "id": "0036100001E5xr2AAB",
          "firstName": "Ben"
        }
      ]
    }
 
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