Feature Tour

Video: The Match Visualiser

The Match Visualiser

This screen shows you the Lists that you have uploaded and gives you the option of starting a Match, Merge or De-dupe Project.

For Pay-as-you-Go account holders, you can store up to 5 lists, which are stored for 7 days from the date you upload them or the date you used them in a Project.

Get Started
Video: Uploading your Lists

Uploading your Lists

This is simple and straight forward. Upload your data in text file format and describe each column from the drop down menu next to each column heading.

This tells the Match2Lists engine how to treat each column (eg. as an address, a company name, etc.)

Get Started
Video: Creating a Match 2 List Project

Start a Match 2 Lists Project

This screen shows you the Lists that you have uploaded and gives you the option of starting a Match, Merge or De-dupe Project.

For Pay-as-you-Go account holders, you can store up to 5 lists, which are stored for 7 days from the date you upload them or the date you used them in a Project.

Get Started
Video: Creating a De-Dupe a List Project

Start a De-Dupe Project

This screen shows you the Lists that you have uploaded and gives you the option of starting a Match, Merge or De-dupe Project.

For Pay-as-you-Go account holders, you can store up to 5 lists, which are stored for 7 days from the date you upload them or the date you used them in a Project.

Get Started

Let's walk you through how it works. You'll be matching your lists in minutes.

Uploading Lists and running a Match Project

feature 1

Uploading your ListsThis is simple and straight forward. Upload your data in text file format and describe each column from the drop down menu next to each column heading.

This tells the Match2Lists engine how to treat each column (eg. as an address, a company name, etc.)

feature 2

Start a Match, Merge or De-Dupe ProjectThis screen shows you the Lists that you have uploaded and gives you the option of starting a Match, Merge or De-dupe Project.

For Pay-as-you-Go account holders, you can store up to 5 lists, which are stored for 7 days from the date you upload them or the date you used them in a Project.

feature 3

Setting up your Match ProjectTo run a Match Project, select two Lists from your account. You will select one List as the "Source List" and another as the "Match List".

Then click the "Match 2 Lists" button to create the matching project which may take a few minutes depending on the size of your Lists.

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Project ready for matchingAfter a few minutes you will see that the Project is ready for matching. Click on the "orange magnifying glass" button next to the Project name to launch our powerful Match Visualiser.

The Match Visualiser will enable you to see the matched records side by side and rapidly verify them. More about this in the next section.

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Start the Match Visualiser to Verify the Results

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The Match Visualiser ScreenThe Match Visualiser is an extremely powerful and interactive screen that allows you to rapidly verify the match results. It allows you to complete the verification process in minutes.

You will be able to auto-approve match results, manually approve match results and tune the match parameters to find even more matches.

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Fast Auto-Approval and Fast Manual ApprovalThe bars show you how many records were matched against each of the "confidence" scores. Work your way down the scores. You can then "Auto-Approve" or "Auto-Reject" the matches within a certain score band.

You can also manually approve or reject matches as you see fit.

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Re-Match Instantly with New ParametersLet's say that the match was initially based on: "company name, street address, postcode and city". You can now find even more matches by changing the parameters to just "company name and postcode".

Click the "Rematch" button, and you will see the additional matches almost instantly.

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Download your Project

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Select your Download OptionsYou can choose either to download the matched records from both lists, or the entire "Source List" and all the matching records from the "Match List".

You can specify the exact columns you want to include from either List.

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Pay for your Project *Your download order will be handled by our secure Payment Processing Partner. We do not handle or store your billing information. Once payment is complete, you will return to a page where you can download your results.

* Only applies to Pay per Project

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Download your Approved MatchesThat's it. You are now at the screen where you can download your match results.

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Enterprise Account Features

Enterprise Account holders receive a tailored solution based on their matching requirements. Additional benefits include: significantly lower matching and de-duping costs; higher number of lists can be stored; lists are stored for the duration of the subscription; and collaboration features enable the sharing of Lists, Projects and verification tasks with colleagues and partners.

Here are a couple of screen shots of the collaboration features.

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Sharing ListsIf you have an Enterprise Account, you will be able to upload and share your Lists with colleagues and also see the Lists that they have uploaded. These could be master reference lists that are required on a regular basis like suppression files or master customer record files.

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Sharing ProjectsLets say that you work in the UK and you've just completed a match project for one of your colleagues in Germany. You've done your best to approve the matches based on your knowledge.

You can now share this Project with your German colleague who has a better knowledge of local nuances and can help verify more records.

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