Listware for Excel:MatchUp:Options: Difference between revisions

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;Address
;Address
:Match records by Address.
:Match records by Address.
;Address, Company
:Match records by Company Name and Address.
;Address, Company AND Last Name, First Name
:Match records by Company Name, Contact Name, and Address.
;Address, Company OR Last Name, First Name
:Match records by Company Name and Address or by Contact Name and Address.
;Address, Fuzzy Last Name, Fuzzy First Name
:Match records by Fuzzy First Name, Fuzzy Last Name, and Address.
;Address, Last Name
:Match records by Last Name and Address.
;Address, Last Name, First Name
:Match records by First Name, Last Name, and Address.
;Name AND Address OR Phone OR E-mail
:Match records by Name and Address or by Phone Number or by E-mail.




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

Revision as of 20:26, 15 September 2016

← Listware for Excel Reference

MatchUp Navigation
← Listware for Excel Overview
Overview
Tutorial
Steps
Processing Range
Options
Input Columns
Output Columns
Reporting
Review Settings
Processing
Processing Results
Result Codes



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

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


Matching Logic

Address
Match records by Address.
Address, Company
Match records by Company Name and Address.
Address, Company AND Last Name, First Name
Match records by Company Name, Contact Name, and Address.
Address, Company OR Last Name, First Name
Match records by Company Name and Address or by Contact Name and Address.
Address, Fuzzy Last Name, Fuzzy First Name
Match records by Fuzzy First Name, Fuzzy Last Name, and Address.
Address, Last Name
Match records by Last Name and Address.
Address, Last Name, First Name
Match records by First Name, Last Name, and Address.
Name AND Address OR Phone OR E-mail
Match records by Name and Address or by Phone Number or by E-mail.