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- Login to the platform
- Navigate to 'Measure' on the left pop out menu, then 'SafeMatch'
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Prior to upload and field mapping, ensure you have completed the List Preparation steps.
- Select List Type:
- Transaction Amount included = yes or no
- Formatting assistance = yes or no
- List Upload & Data Mapping:
- Select applicable file for upload
- Select KPI bucket for matching
- Submit transaction date range provided within file
- Select 'Next'
- Map by column header to data field
- Required to map: Street Address, Zip, and Transaction Date
- If selected 'Yes' for Transaction Date being included, be sure to map this field!
- To exclude a column, select 'Do Not Upload'
- Select 'Next'
- User will be met with error messages until all are resolved
- Pre-Match Review:
- Review the file uploaded and how it has been mapped to the fields for processing.
- To correct warnings, update your original file, re-save, and click 'Start Over'
- To proceed without corrections, click 'Upload Anyway'
- Confirmation = file has successfully uploaded and the matching process will begin