Listware for Excel:MatchUp:Options - Revision history

Admin at 21:49, 19 September 2016

2016-09-19T21:49:41Z

← Older revision		Revision as of 21:49, 19 September 2016
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	==Matching Logic==		==Matching Logic==
			Listware provides a set of pre-defined basic matching strategies. We have rolled MatchUp’s best matching logic into the available matchcodes, ensuring the greatest level of accuracy while maintaining a high level of web service performance and easy configuration within the component.


	;Address		;Address
	:~~Match~~ records by Address.		:Matches records by Address. This is a basic ''Householding'' matchcode.

	;Address, Company		;Address, Company
	:~~Match~~ records by Company Name and Address.		:Matches records by Company Name and Address. This is a basic ''Business'' matchcode.

	;Address, Company AND Last Name, First Name		;Address, Company AND Last Name, First Name
	:~~Match~~ records by Company Name, Contact Name, and Address.		:Matches records by Company Name, Contact Name, and Address. Basic ''Employee'' level matchcode.

	;Address, Company OR Last Name, First Name		;Address, Company OR Last Name, First Name
	:~~Match~~ records by Company Name and Address or by Contact Name and Address.		:Matches records by Company Name and Address or by Contact Name and Address. This is used when there is a mix of business and individual records.

	;Address, Fuzzy Last Name, Fuzzy First Name		;Address, Fuzzy Last Name, Fuzzy First Name
	:Match records by Fuzzy First Name, Fuzzy Last Name, and Address.		:Match records by Fuzzy First Name, Fuzzy Last Name, and Address. The '''fuzzy''' algorithm allows for some typos and other slight variances, while still applying logic to find duplicates. This is a looser ''individual'' (or customer) level matchcode.

	;Address, Last Name		;Address, Last Name
	:Match records by Last Name and Address.		:Match records by Last Name and Address. This is a ''family'' level matchcode.

	;Address, Last Name, First Name		;Address, Last Name, First Name
	:Match records by First Name, Last Name, and Address.		:Match records by First Name, Last Name, and Address. This is a basic ''individual'' (or customer) level matchcode.

	;Name AND Address OR Phone OR E-mail		;Name AND Address OR Phone OR E-mail
	:Match records by Name and Address or by Phone Number or by E-mail.		:Match records by Name and Address or by Phone Number or by E-mail. This is a good matchcode for linking contact records where expected duplicates have missing pieces of data.

			:Use with caution! This matchcode can group contact records together via “friend of a friend of a friend” logic.


			If you require more advanced matching capabilities consider [[MatchUp Object\|MatchUp Object]] or [[SSIS:MatchUp\|MatchUp Component for SSIS]].


	[[Category:Listware for Excel]]		[[Category:Listware for Excel]]

Admin at 20:26, 15 September 2016

2016-09-15T20:26:40Z

@@ Line 15: / Line 15: @@
 ;Address
 :Match records by Address.
 [[Category:Listware for Excel]]

Admin at 20:22, 15 September 2016

2016-09-15T20:22:22Z

← Older revision		Revision as of 20:22, 15 September 2016
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	\|StepsCollapse=		\|StepsCollapse=
	}}		}}

	{{CustomTOC}}		{{CustomTOC}}

Admin at 20:22, 15 September 2016

2016-09-15T20:22:15Z

← Older revision		Revision as of 20:22, 15 September 2016
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	Here you may choose to '''Match Records''' (default) and what '''Matching Logic''' to use.		Here you may choose to '''Match Records''' (default) and what '''Matching Logic''' to use.

	This section also shows your credit balance.		This section also shows your credit balance and number of credits this process will consume.


			==Matching Logic==
			;Address
			:Match records by Address.


	[[Category:Listware for Excel]]		[[Category:Listware for Excel]]

Admin at 19:01, 23 August 2016

2016-08-23T19:01:39Z

← Older revision		Revision as of 19:01, 23 August 2016
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	[[File:LWE_MatchUp_Options.png\|link=]]		[[File:LWE_MatchUp_Options.png\|link=]]

	Here you may choose to '''Match Records''' (default) and what Matching Logic to use.		Here you may choose to '''Match Records''' (default) and what '''Matching Logic''' to use.

	This section also shows your credit balance.		This section also shows your credit balance.

Admin: Created page with "{{LWEMatchUpNav |StepsCollapse= }} {{CustomTOC}} link= Here you may choose to '''Match Records''' (default) and what Matching Logic to use. ..."

2016-08-23T19:01:22Z

Created page with "{{LWEMatchUpNav |StepsCollapse= }} {{CustomTOC}} link= Here you may choose to '''Match Records''' (default) and what Matching Logic to use. ..."

New page

{{LWEMatchUpNav
|StepsCollapse=
}}
{{CustomTOC}}

[[File:LWE_MatchUp_Options.png|link=]]

Here you may choose to '''Match Records''' (default) and what Matching Logic to use.

This section also shows your credit balance.

[[Category:Listware for Excel]]