Review

Review is where you decide how each uncertain match moves forward. Send the matches you're unsure about to Manual Review, reject the ones that aren't duplicates, and let your Safety Settings set aside the risky ones. The clear matches keep merging in the meantime.

At a glance

Works with
HubSpot, Salesforce, Pipedrive, Close, Nimble, Google Contacts and CSV files
Included in
Every plan and the 7-day free trial
What it does
Reviewing how each uncertain match moves forward

How Review works

  • Set the uncertain ones aside

    Send a match to Manual Review and keep merging the rest of your search.

  • Reject what isn't a duplicate

    Rejected matches stop showing up in your searches.

  • Let Safety Settings catch the risky ones

    Matches with too many records or example data go to Excluded Matches automatically. You can change the number of records per match for each object.

Where each match can go

Every match ends up merged, or in one of three places until you decide.

Who sends it there What you can do with it
Manual Review You, when you're not sure Merge it, reject it, or remove it from Manual Review to send it back to your search
Excluded Matches Your Safety Settings, automatically Merge it yourself, reject it, or send it to Manual Review. Bulk merging and Auto Merge skip it.
Rejected Matches You, when it's not a duplicate Restore it any time with "Remove from rejected matches"

Each tab lets you act on one match or select all of them at once.

Good to know

  • Setting a match aside doesn't stop the rest. Merge the clear matches while the uncertain ones wait.
  • Nothing is final until you merge. Send a match back to your search, or restore a rejected one, whenever you need to.
  • Safety Settings are on by default. They set aside matches with more than 20 records (you can change the number for each object), example data or very short values.
  • Bulk merging and Auto Merge skip Excluded Matches, so a risky match is only merged if you merge it yourself.
  • Act on one match or all of them in any tab.

Questions about Review

What's the difference between Manual Review and Rejected Matches?

Manual Review is for matches you're not sure about yet. Rejected Matches is for matches that aren't duplicates.

Why did a match go to Excluded Matches?

It hit one of your Safety Settings: too many records, example data or very short values.

Can I still merge an excluded match?

Yes. Open Excluded Matches, select it and click Merge.

Can I undo a rejection?

Yes. Open Rejected Matches, select the match and click "Remove from rejected matches".

Can I act on many matches at once?

Yes. Every tab lets you select one match or all of them.

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