Importacular User Guide

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Avoiding Duplicates

In order to determine constituent matches you are able to set up lookup criteria sets. We supply default values but if you want to fine-tune the look up process you can do so at this point. This is especially relevant if you do not expect there to be any physical address details supplied but only email address.

Access these settings from the criteria sets menu.

For each criteria set you create you can specify how good a match it is. This is useful when you review the data, as you are able to tell whether or not a match was exact, good or poor. For example in line 2 above, we have specified that an email match is an exact match. However if you know that you have duplicate emails in RE you may want to make this a good match instead.

To create your own press the plus symbol. To edit an existing criteria set double click the row or press the pen symbol

The screen above appears and gives you many different options to choose from.  

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