Knowledge Base

Finding Duplicates & Field Match Settings

See More Articles

By default, the first and last name fields are used for matching duplicates.

You can change this by switching on Advanced, and selecting the fields you want to use.

Each field shown can be selected or de-selected for matching.

Exact and Fuzzy Matching

Clicking on the down arrow beside each field name at the top lets you further configure how the fields are matched:

The Exact setting matches inputs that are exactly the same, regardless of whether they are upper case or lower case. For example, “John” and “john” are exact matches. However “John!” and “John” are not because of the extra character.

The Fuzzy setting allows for more flexible matching and match based on the sound. “John” and “Jon” would possibly be a fuzzy match. This also works for alternated company names like: “Stripe” and “Stripe Technologies Inc.”

Ignoring Filler Words

Lots of times sales or marketing will fill in required fields with fillers like “nolastname” or “unknown”. These will incorrectly match as duplicates.

In order to avoid incorrectly matching these filler inputs, in the field dropdown, select Ignored Terms…

Enter the terms you want to ignore for that field. It doesn’t matter if you enter upper case or lower case terms.

Now, run the scan again to see a refreshed list.

Splitting Duplicates Across Lists

Lists enable you to segment duplicates by different matching fields. For example, maybe you want a list of first and last name, and another list by email, and another by phone number. This allows you to catch as many duplicates as possible.

To create a new list, click on the plus icon next beside the current tabs. From there select the name you want to give your new list and click Save.