Hello everyone,
Thought you’d like to know that we’ve updated the Match Visualiser! Here’s a summary of the major changes.
- Simplified choosing which Data Descriptions to include in your projects
- Moved the Match Weighting Adjustment into Advanced Settings
- Added a new Filter/Search option
1. Choose Which Data Descriptions to Include in Your Projects
Now, all you have to do is click the exclude option –the red boxes shown in the image above– to stop specific data elements from contributing to the total Match Score. This helps you focus on which elements of data are important to your matching projects.
2. Use the Match Weighting Adjustment in the Advanced Settings
Click on the ‘Switch to Advanced’ setting to access the more detailed Match Weightings options. You can adjust how much each data element will contribute to your Match Scores as before.
Please note that specific Match Weightings will only work when you’re on the Advanced setting. Once you go back to the basic settings, the match weighting will either be 0% or 100% depending on whether the exclude option is turned on or off.
3. Try the New Filter/Search Option
Use the new Filter/Search option to help you find specific matches and/or review only specific matches. For example, you could choose to filter the City field of your data and review only the match results where the City in your source lists is ‘New York’.
I know lots of you have been asking for the filter/search option for a little while now, so I’m pleased we’ve been able to add this functionality for you.
We’re creating new videos to demo these new features in more detail. Please check out the Match2Lists YouTube channel to watch them!
If you haven’t tried Match2Lists yet, why not take a free trial of our data matching, merging and deduping tools in the Cloud?
Happy Matching!
Now when you upload your files you can identify your columns as either DUNS numbers or Global DUNS numbers for inclusion in your matching and De-duping projects.
Read More Post a comment (0)Did you buy a new marketing database and need to de-dupe and merge the contacts / companies with your existing database?
Then I think you’ll welcome the new Merge2Lists feature we have just launched within Match2Lists.
With the Merge2Lists feature you can now match & merge your new data against your existing master file, removing duplicates, filling blanks and combining fields with different names to create your new master list, all with the usual simplicity you expect from Match2Lists.
The data matching process uses our ground breaking Match Visualiser as normal, but you will be presented with new options to customise and select how you would like to merge the 2 lists and determine the structure of your new master file when you choose the download option.
We are currently in the process of putting together a video tutorial on this fantastic new feature, in the mean time you will find guidance on screen when merging your data.
Feel free to ping us any questions or comments. Thank you for using Match2Lists.
Just a quick note to advise that Match2Lists now allows you to specify fields as unique Idenities when uploading your lists. We have new descriptions for:
- Company ID
- Address ID
- Contact ID
You will find these descriptors at the bottom of the option list, when describing the contents of the lists you upload.
Please note that no transformation logic is applied to these data descriptors, so you will need to apply any transformations or validation before loading your data into Match2Lists.
You will only be able to identify exact matches with these data descriptors. If you would like more data description options feel free to reply or contact us directly.
Several people have asked on occasion if it was possible to increase the width of the Match Results, so one of the amendments we have made to the visualizer is the addition of sizing options for validating your match results.
Using these buttons you can increase the size of the windows displaying the match results making it easier to read longer company names and addresses. A useful feature when looking for the best possible match.
You can also switch back to the smaller option to view more of the potential matches side by side without scrolling – this is particularly helpful when you’re de-duping a list or looking for multiple matches.
Today we launched an updated version of our acclaimed Match Visualizer which includes new functionality to continue our quest to speed up the process of manual verification of Match Results.
The new changes include a filter option alongside the Match Weightings that enable you to filter out less likely match results and chunk up the approvals to an even greater degree than ever before.
The Automatic approval process works in conjunction with these new filters, which enables you to verify and automatically approve even more matches and once again radically cut down the time required for complex data matching like never before.
We will be adding a new video soon to show how you can make the most effective use of this new feature.
Following ongoing testing with data for the USA we have now added the data description ‘State’.
We have also included all the transformation logic, so matching of states will happen without you needing to standardise all your US address lists to either full State Name or Abbreviated State Name.
Obviously, the ‘State’ data description is not relevant for all countries, and transformation rules will only exist for countries where it is relevant.
Following on from requests from our Beta Users, we have added the functionality to now better support matching against the Dun and Bradstreet (D&B) database.
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