Specify the criteria to be used when looking for duplicates including the fields to be matched and the desired the matching technique (does not have to be exact matches).
When running a pre-built scenario the match criteria is pre-populated but can be modified to fit each individual user's needs
- To change a field click on the box of the field name and choose the new field, the mapping type should be reviewed if the field is changed
- To change the mapping type click in the box of the mapping type and choose a suitable option
- If a single row/condition needs to be removed, click the box to the left of the criteria and click the "Delete" key on the keyboard
- Clear Mapping: Clears out all mapping (on bottom left of the screen)
Step by Step Instructions
1. Add Mapping Condition: Select to add a new field to match on
2. Field to Match: Select field to match from drop-down list of fields
3. Match Category: Typically left as "All" to display all the Mapping Types available
4. Mapping Type: Various techniques are available to find non-exact, but similar matches
5. Fuzzy, Transpose & Alpha Clean: Optional techniques to further "loosen" match
- Match Blank Values: Check this box to download records where the selected field is blank in Dynamics. A match will only be made if all records in the dupe group have a value and it matches or all records have a blank value for this field
- A blank cannot be "matched" to a non-blank
- A subsequent pass without matching on that particular field will find these duplicates
6. Edit Account Cleaning List/Edit Nickname List: Click these buttons to edit the Account Cleaning List used with the "Cleaned Account Name" mapping type and the Nickname list used with the "First Name" mapping type
- These lists are customizable for language(s) and/or line of business
- We recommend that customers review these lists and customize as needed for better matching
- Repeat steps 1-5 until all matching criteria has been entered
- ALL selected fields must match
- Conditions are AND'd together
- To remove one matching item, click the box on the left to highlight, and select "delete" on your keyboard
Note: When running dedupe passes, DemandTools will only download the records for comparison where the fields being matched upon are populated. This is one of the main reasons we recommend a multiple pass dedupe strategy.
Select Step 3>Merge Control to search for potential duplicates and move to Step 3 to analyze and eventually process.
Click HERE to navigate to Step 3: Reviewing Results
