Listware for Excel:MatchUp:Options

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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.