You can preview import statistics and preimport processes results before the actual import into the TCA Registry. After the preimport processes finish, you update the batch to preview results and submit the batch for import. See: Viewing or Updating Import Batches.
If you selected to run batch de-duplication and address validation, whether you select to update and preview the batch or not can affect which addresses get validated. See: Details on Actions to Take on Duplicates.
Registry de-duplication identifies duplicates between the import batch and the TCA Registry. If you select to run Registry de-duplication, you must enter the match rule to use. Only match rules with Bulk Duplicate Identification purpose are used for Registry de-duplication. You can select the same match rule as for batch de-duplication.
Attention: Do not select a match rule with user-defined custom attributes.
If the specified match rule is designated for Automerge, and you select to run Automerge, then potential duplicates that reach or exceed the match rule's:
Match threshold, but not the automatic merge threshold, are by default included in System Duplicate Identification (SDI) batches for merge consideration. See: System Duplicate Identification.
Automatic merge threshold are automatically merged after the import. The master record is the TCA Registry record with the highest match percentage to the incoming record.
If the match rule is not enabled for Automerge or you select not to run Automerge, then all potential duplicates that reach or exceed the match threshold are by default included in SDI batches.
All records that do not reach the match threshold are considered not duplicates and inserted as new parties. All potential duplicates are also inserted into the TCA Registry as new parties, but then accordingly included in SDI batches or automatically merged.
Suggestion: If you select to update and preview the import batch before the actual import, you can change the default actions to take. For example, you can select to automatically merge potential duplicates that, by default, are designated for manual merge in SDI batches. See: Viewing or Updating Import Batches.
See: Automerge.
Specify whether or not to generate fuzzy keys as part of the postimport processes.
Attention: Skipping fuzzy key generation helps optimize performance, but select No only if you do not use Oracle E-Business Suite applications that use fuzzy keys.
See: Postimport Processes.
Optionally specify a limit on the number or percentage of errors allowed before canceling the import process. For example, if you enter 50 as the error limit number, then the process stops as soon as error 51 occurs. If you enter 50 as the error limit percentage, then the process stops as soon as 51% of records in the import batch result in error.
If you select to validate flexfields, then flexfield validation applies for inserting and updating records for these tables in the TCA Registry:
HZ_CONTACT_POINTS
HZ_LOCATIONS
HZ_PARTIES
HZ_RELATIONSHIPS