Function Name:
The Lookup Reference Data
Purpose:
Reference Datasets in Syncari are CSV files you can bring into the platform. They're mainly for storing data that doesn't change often or is outside your connected systems, like translations or airport codes.
The Lookup Reference Data function lets you pick an attribute to match synced records with a reference record and then retrieve a specific attribute value from another column in the reference dataset.
Creating a Reference Dataset
1. Create a CSV with each row acting as a record and each column as an attribute.
2. Navigate to Data Studio and go to the Reference Data section and click on the + New Reference Data button from the right side.
3. Give the dataset a name and click the Upload CSV button to upload your local CSV and then click Import.
Configuration:
1. Display Label: Enter a label for the node. This will be helpful with identifying the node when viewing your pipeline.
2. Description: This will explain what the function is configured to do.
3. Lookup Value: The value that can be used to lookup from reference data.
4. Dataset: A required attribute where you'll specify the dataset against which you want to look for a match against the current record being synced.
5. Lookup Key: A required attribute where you'll specify the column in the reference dataset where Syncari will look for a match against the synced record's attribute value.
6. Destination Field: A required attribute where you'll specify the column from the dataset whose value you want to return if a match is found in the Lookup Key column.
7. Default Value: An optional attribute where you can specify a default value for an attribute if no match is found within the reference dataset.
8. Ignore Case: An optional flag that will recognize a match between a synced record attribute value and a lookup key value regardless of capitalization.
9. Operator: An optional picklist where you can specify matching conditions by 'Exact', 'Contains', and 'In'.
Lookup Reference Data in Attribute Pipelines:
By employing the Lookup Reference Data function, you can easily cross reference and replace attribute values of synced records with those from reference records.