Matching a name and address file in L2 DataMapping

Introduction

This tutorial will guide you through the process of matching a name and address file in L2 DataMapping. By following these steps, you will learn how to integrate your file into the L2 system and make it appear as a private branch. This is crucial for effective data management and analysis in your organization.

Step 1: Prepare Your Name and Address File

Before you start the matching process, ensure that your name and address file is formatted correctly.

• Use a spreadsheet application (e.g., Excel or Google Sheets) to organize your data.
• Ensure that the columns include:
  • Name
  • Address
  • City
  • State
  • Zip Code
• Remove any duplicate entries to maintain data integrity.
• Save your file in a compatible format (CSV is recommended).

Step 2: Access L2 DataMapping

To begin the matching process, you need to access the L2 DataMapping platform.

• Log in to your L2 account.
• Navigate to the DataMapping section of the dashboard.
• Familiarize yourself with the interface, focusing on the options for file uploads and branch management.

Step 3: Upload Your File

Once you’re in the DataMapping section, you’ll need to upload your prepared file.

• Click on the “Upload” button or the equivalent option in the interface.
• Select your CSV file from your local storage.
• Confirm the upload and wait for the system to process your file.

Step 4: Match Data Fields

After uploading your file, you will need to map the data fields correctly.

• In the mapping interface, you’ll see options to match your CSV columns to system fields.
• Ensure that:
  • Names are matched to the Name field.
  • Addresses are matched to the Address field.
  • Other relevant data points (City, State, Zip Code) are correctly matched.
• Review your mappings for accuracy to avoid errors in data integration.

Step 5: Create a Private Branch

To make your data file accessible as a private branch, follow these steps:

• Navigate to the branches section within the DataMapping interface.
• Select the option to create a new branch.
• Name your branch descriptively to reflect the content of your data file.
• Set permissions if necessary to restrict access to specific users or groups.
• Save the configuration to finalize the creation of your branch.

Step 6: Validate the Data Integration

After setting up your private branch, it’s essential to validate that your data has been integrated correctly.

• Run a test query or check the data within the private branch.
• Look for any discrepancies or missing data.
• If issues are found, revisit the previous steps to adjust the mappings or resolve any errors in your uploaded file.

Conclusion

You have successfully matched a name and address file in L2 DataMapping and created a private branch for your data. By following these steps, you can enhance your data management capabilities and ensure that your information is organized and accessible. For future projects, consider maintaining a consistent format for your files to streamline the process further. If you encounter any issues, refer back to this guide or consult L2’s support resources for additional assistance.