The Match Types in Data Transformations determine how Importacular will match your source to the final information that will be imported into Raiser's Edge.


  • Exact - The text in your data source must match what is typed into the From Source field precisely. Any differences (including casing, extra spaces, etc.) will result in the data not being changed to the target selected.
  • Word - The text in your data source must match as a full word.  Any differences in spelling or casing will result in that Word not matching.
  • Any - The text string will match exactly regardless of whether or not it is a standalone word or part of another word. Casing and spelling will still be taken into consideration.
  • Regex - This allows the user the option to work with Regular Expressions. It can also be used when a user would like to add text to the beginning or the end of a text field (using the replace type of Append or Prepend). To read more, we recommend this blog entry by David Zeidman.  For a resource to build Regular Expression formulas, please view this outside website.  Please note that help with building Regular Expression formulas is outside of the support offered by Zeidman Development.
  • Greater than or equal to - This allows values greater than or equal to the number entered into the From Source field to be assigned the value in the Change to Target field.
  • Less than or equal to - This allows values less than or equal to the number entered into the From Source field to be assigned the value in the Change to Target field. 
  • Earlier than or equal to - This allows dates earlier than or equal to the date entered into the From Source field to be assigned the value in the Change to Target field. 
  • Later than or equal to - This allows dates later than or equal to the date entered into the From Source field to be assigned the value in the Change to Target field. 


As the casing of the data in your Data Source will affect the quality of your matches, we do recommend that you use the Field Settings that allow you to standardize the casing for the field.  These field settings are processed prior to the Data Transformations and will eliminate the need to enter all casing options in the Data Transformations Grid. See this Knowledgebase article for more information.


Please see this section of our User Guide for more information.