The video below shows setting up a system integration process to import profile (ie customer) data from a remote source.
This process matched existing customers where possible, and when new information allows existing profiles to be identified as duplicates merges them.
This is just a simple introduction, the matching API offers many more factors for matching profiles.
controllers.xml
import-custs.xml
/integration/check-custs.js checkCusts
check-custs.js
function checkCusts(firstName, surName, phone, email) {
var matchReq = userManager.newProfileMatchRequest().or();
// this will return all profiles matching all given non-blank params
if( email ) {
matchReq.newSubCriteria().and()
.firstName(firstName)
.email(email);
}
if( phone ) {
matchReq.newSubCriteria().and()
.firstName(firstName)
.phone(phone);
}
var matched = userManager.findMatching(matchReq);
log.info("Matched {} profiles", matched.size());
if( matched.size() == 0 ) {
nextStep.exec(firstName, surName, phone, email, null);
} else if( matched.size() == 1) {
var existing = matched.get(0);
nextStep.exec(firstName, surName, phone, email, existing.userName);
} else {
// Choose the first as the merge target. Merge others into that, and then continue with it
var mergeDest = matched.get(0);
matched.remove(0);
userManager.mergeProfiles(mergeDest, matched);
nextStep.exec(firstName, surName, phone, email, mergeDest.userName);
}
}
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