Tutorial Transcript: Matching 2 Lists, using Match2Lists.com
Once you’ve logged into Match2Lists, click on the My Lists menu option.
Check the lists you have uploaded are available and ready for matching. If your lists are still being processed you will see the processing status shown under the rows column, next to the list name.
Tutorial Transcript: Creating a Project to De-dupe a List
Once you have logged into Match2Lists, click on the My Lists menu option.
Check the list you want to de-dupe has been uploaded and is available and ready for matching. If your lists are still being processed you will see the processing status beneath the rows column, next to the list name. You’ll need to wait for the processing to finish before you can de-dupe this list.
Using The Match Visualizer
Lets start with the left hand side, this is the main navigation section of the Match Visualizer.
You’ll see confirmation of your project name and the lists you’re matching.
Below this you’ll see the Match Weightings section. This is where you control which elements of your lists you’d like to match on and define their comparative importance.
You may have noticed the Translator feature on the right hand menu, we hope that you find this useful. Let us know how you get on with it.
There are options to add other countries, so feel free to ping us if you would like another language added.
Thanks to Nothing2Hide for this great plugin.
Another common issue people often struggle with is the inclusion of random quotes within columns of data – see example below.
i.e. Company_Name = O”hara systems corp
When you export data into a quoted CSV format the rogue quotes (”) cause problems with systems being able to properly identify the columns within the list.
An easy solution for this is to use the REPLACE function available in most database systems during the output.
i.e. REPLACE(Company_Name,’”‘,”)
Just to confirm the Beta Program will terminate on the 4th December.
I’d like to post a big thank you to all our Beta Testers, you have all helped make Match2Lists the fantastic solution that it is today.
Please do continue to provide feedback, we are always listening and looking for ways in which we can make Match2Lists work better for you.
On occasion you may find that a list you are uploading fails, and is not accepted by Match2Lists. There are many reasons why this may happen.
The most common reason we have found is lists having inconsistent numbers of columns in every row.
We have seen examples of this happen where the list has been edited in a standard Text editor rather than a structured tool such as Microsoft Excel. When editing Lists in a Text Editor its easy to remove carriage returns which results in rows being merged together creating the inconsistent number of columns.
If for any reason your list does fail to load you will need to remove the list from your available lists, this you do by clicking on the delete button shown in the picture below.
Clicking on the error code will pop up a window telling you why the list failed to load so that you can investigate and fix the issue and then try again.
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.
