Groups: Member
Posts: 5
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When editing a setup, on the General tab, under Ranking, the default choice is "Matchup will select the best record."
How does matchup choose between records? For instance, if two records match on person's name and address, but one has a null company name and the other one has a company name filled in, which one will Matchup choose?
You'd think it would choose the one with the most fields filled in, but is that in fact the case? I think I've spotted some counter-examples in my data.
What would be ideal is if it would merge them into a single record -- if one record has the name, and the other one has the company name, I'd ideally like both cooked down into a single record. Is there a way to do that?
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Groups: Administration
Posts: 89
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“When editing a setup, on the General tab, under Ranking, the default choice is "Matchup will select the best record."
How does matchup choose between records? For instance, if two records match on person's name and address, but one has a null company name and the other one has a company name filled in, which one will Matchup choose?
You'd think it would choose the one with the most fields filled in, but is that in fact the case? I think I've spotted some counter-examples in my data.
MatchUp will select the best record – means it will select the record with the most complete ‘matchkey’. So depending on the matchcode you select to use, when two records are found to be a match (which may be because part of the key is enough to return a match), the one whose matchkey has the most complete key will likely be selected as the output record.
What would be ideal is if it would merge them into a single record -- if one record has the name, and the other one has the company name, I'd ideally like both cooked down into a single record. Is there a way to do that?”
This is accomplished by setting up a ‘gather’ operation on the Output Field Mapping tab. Using your example above, we would select ‘Gather, First Data’ for the Name output column, then also select ‘gather’ for the field/ file which has the Name. For the Company output column, we would select ‘Gather, First Data’, then also check ‘gather’ for the field/file which has the Company.
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