Set Up Duplicate Matching Rule
As the name suggests, Duplicate Matching Rules enable you to define rules for matching duplicate records between the same and different entities. You can create multiple Duplicate Matching Rules for an entity.
For example, to detect duplicates between records of the contact entity, users will have to create a matching rule for the contact entity.
To set up a Duplicate Matching Rule, follow the steps given below:
Once you have completed entity configuration, navigate to Duplicate Matching Rules.
Click on ‘New Duplicate Matching Rule’.
• This will open up a ‘Duplicate Matching Rule’ form, where we need to fill in the following details:
Name: Give a unique name to the duplicate matching rule. Here we will give the name ‘Contact to Contact’.
Duplicate Matching Rule Settings: Here you can define matching criteria for detecting duplicates in entities.
Primary Entity: Here, select the primary entity from the dropdown for which the duplicates will be retrieved.
Entity View: Select a specific entity view to show its columns on the Current Record Grid in the DeDupeD UI and Tool.
Matching Entity: Here you can select the entity from which the duplicates will be retrieved.
Matching Entity View: Select a specific matching entity view to show its columns on Duplicate Records Grid in DeDupeD UI and Tool. (Matching Entity View field is only visible when you are creating Duplicate Matching Rules for two different entities, e.g., contact to lead duplicate matching rule.)
Exclude Inactive: Include or exclude inactive records from duplicate detection, by default, it is set to ‘Yes’.
Once the required fields are filled in, click ‘Save’.
Note: To publish a ‘Duplicate Matching Rule’, at least one active duplicate matching condition should be created.
Now that we have created a ‘Duplicate Matching Rule’, let’s set up a duplicate matching condition.
For further queries, reach out to us at crm@inogic.com
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