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Uploading Your Lists

January 27, 2010 |  by Derren  |  Tutorials  |  1 Comment

Tutorial Transcript: Uploading Your Lists

Once you’ve logged into your Match2Lists account you’ll be able to manage and upload your information.

If you’re not already in the My Lists section, then click on the My Lists menu item.

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Matching 2 Lists, using Match2Lists.com

January 27, 2010 |  by Derren  |  Tutorials  |  No Comments

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.

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Creating a Project to De-dupe a List

January 27, 2010 |  by Derren  |  Tutorials  |  No Comments

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.

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Introduction to the Match Visualizer

January 27, 2010 |  by Derren  |  Tutorials  |  No Comments

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.

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Eliminate rogue quotes when exporting data from your Database

January 20, 2010 |  by Derren  |  Tutorials  |  No Comments

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,’”‘,”)

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Deleting Lists that fail to load

November 15, 2009 |  by Derren  |  Tutorials  |  No Comments

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.

Delete_Failed_List

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.

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