Matching methods

Our matching methods are available in the Advanced and Premium edition. In the free edition, we support 'Exact' matching only.
A matching method is a (fuzzy) algorithm that we use to analyze field values. Because every field has a different type of value (e.g. a numeric vs. text), it is important to apply a matching method that is able to analyze that certain value type. The matching method also decides if you apply an exact or fuzzy logic (e.g. detecting spelling mistakes) or not. 
Exact


This matching method was formerly labeled as 'equal ignore case'. When using 'Exact' as a matching method, only exact matches will generate a score. The casing is not taken into account.

Field A Field B Score
Addressed wORLD Addressed World 100%
Addressed world AddressedWorld 0%

Field A Field B Score
Addressed wORLD Addressed World 100%
Addressed World AddressedWorld 0%
Adresed World AddressedWorld 0%

Partial Exact


This matching method was formerly labeled as 'Company'. The partial exact matching method will flag a value as a duplicate when a single word in one string is found in the other string. This might give results to are too loose. If so, we recommend changing the Partial Exact matching method to 'Fuzzy' or 'Partial Fuzzy Heavy'.
Field A Field B Score
Mc Donalds Mac Donalds 100%
Mc Donalds Ireland Mc Donalds Spain 100%
Mc Dnalds Mac Donalds 0%


Partial Fuzzy Light


This matching method was formerly labeled as 'Fuzzy Company'. The Partial Fuzzy Light matching method will flag a value as a duplicate when a word or words in one string are found in the other string but also takes in account spelling mistakes or different formats.

This might give results to are too loose. If so, we recommend changing the Partial Fuzzy Light matching method to 'Fuzzy' or 'Partial Fuzzy Heavy'.

Field A Field B Score
Mc Donalds Mac Donalds 92%
Mc Donalds Ireland Mc Donalds Spain 84%
Mc Dnalds Mac Donalds 80%


Partial Fuzzy Medium

This matching was formerly labeled as 'Fuzzy Company Strict'. Partial Fuzzy Medium is an algorithm that is a combination between Partial Fuzzy Light and Fuzzy.

Field A Field B Score
Mc Donalds Mac Donalds 92%
Mc Donalds Ireland Mc Donalds Spain 84%
Mc Dnalds Mac Donalds 80%


Partial Fuzzy Heavy or Company Name


This matching method was formerly labeled as 'Fuzzy Company Extra Strict'. Partial Fuzzy Heavy is an algorithm that analyses the full value and generates a high score if there is a bigger partial match, taking in account spelling errors and different formats. 
Field A Field B Score
Mc Donalds Mac Donalds 92%
Mc Donalds Ireland Mc Donalds Spain 78%
Mc Dnalds Mac Donalds 80%


Person Name or Fuzzy

These matching methods are formerly labeled as 'Fuzzy Person'. Spelling errors, typing errors and sequence differences are taken into account. This matching method can also be very useful for comparing company names.
Field A Field B Score
Sten Ebenau Stem Ebenau 91%
Pyramid Construction PLC Construct Pyramid PLC 93%


Large Text

This is specially designed for large texts like emails or documents. It will determine the matching degree between those texts. 
Field A Field B Score
 Ut quis risus orci. Integer in nisl eu massa rutrum dapibus non ut sem. Duis nec erat placerat, efficitur ligula sit amet, efficitur velit. Etiam vestibulum tortor et tempus viverra. Suspendisse consequat nibh nec justo efficitur, ut molestie quam lobortis. Nulla viverra ligula eu purus faucibus sollicitudin. Duis dignissim lorem eget sem dictum, at tincidunt mi faucibus. Etiam pellentesque, ante nec vestibulum posuere, ex lorem pellentesque leo, eu auctor lorem mi id velit. Proin id libero non purus egestas gravida. Aliquam erat volutpat. Etiam feugiat est et tellus tristique, ut pellentesque magna semper. Ut quis risus orci. Integer in nisl eu massa rutrum dapibus non ut sem. Duis nec erat placerat, efficitur ligula sit amet, efficitur velit. Etiam vestibulum tortor et tempus viverra. Suspendisse consequat nibh nec justo efficitur, ut molestie quam lobortis. Nulla viverra ligula eu purus faucibus sollicitudin. Duis dignissim lorem eget sem dictum, at tincidunt mi faucibus. Etiam pellentesque, ante nec vestibulum posuere, ex lorem pellentesque leo, eu auctor lorem mi id velit. Proin id libero non purus egestas gravida. Etiam feugiat est et tellus tristique, ut pellentesque magna semper.  93% 


Equal to Null

The Equal to Null matching method scores when the matched field is empty (Null). 
Field A Field B Score
Mc Donalds   100%
Mc Donalds Mc Donalds 0%


Not Equal

The Not Equal matching method scores when the matched field is NOT equal.
Field A Field B Score
Mc Donalds   100%
Mc Donalds Mc Donalds 0%


Email Address

This will match email addresses, matching the addressee part differently than the domain name part.
Field A Field B Score
sten.ebenau@ebenau.org sten.ebenau@plauti.org  
sten@ebenau.nl sten@ebenau.com 90%


Product Number

This is specially designed for numbers. Working best for serial numbers. 
Field A Field B Score
0345-2434 345-2434 100%
0345-2434 03452434 100%


Phone Number


This is specially designed for comparing phone numbers. It removes all special characters and puts most weight on the last 4 numbers.
Field A Field B Score
+316123456 06123456 81%
234-235-5678 2342355678 100%


Contains value

Enter a custom value at 'match config'. When a value matches your custom value, it will score 100%.  


Date Distance in Days

Can only be used on date fields. When two dates are within the provided date range (for example, '4' is 'four days'), the field will score 100%. Useful for finding opportunities that have a similar close date for example.
Learn how to set up and configure a scenario by watching this video tutorial
Learn how to find and merge duplicates by watching this video tutorial.
When you are using the Fuzzy Matching Method or another advanced matching method, a Search Index must be enabled and created for the Object.
 

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