Exact

This matching method was formerly labeled as 'equal ignore case.' When using 'Exact' as a matching method, only exact matches will generate a score. The casing is not taken into account.

Exact (Random Order)

When applying the Exact (Random Order) matching method, values will score 100% that have the same characters, but potentially in a different order. Whitespaces are taken into account. 

Partial Exact

This matching method was formerly labeled as 'Company.' The partial exact matching method will flag a value as a duplicate when a single word in one string is found in the other string. This might give results that are too loose. If so, we recommend changing the Partial Exact matching method to 'Fuzzy' or 'Partial Fuzzy Heavy.'

Partial Fuzzy Light

This matching method was formerly labeled as 'Fuzzy Company.' The Partial Fuzzy Light matching method will flag a value as a duplicate when a word or words in one string are found in the other string but also takes into account spelling mistakes or different formats.

This might give results to are too loose. If so, we recommend changing the Partial Fuzzy Light matching method to 'Fuzzy' or 'Partial Fuzzy Heavy'.

Partial Fuzzy Medium

This matching was formerly labeled as 'Fuzzy Company Strict'. Partial Fuzzy Medium is an algorithm that is a combination of Partial Fuzzy Light and Fuzzy.

Partial Fuzzy Heavy or Company Name

These matching methods were formerly labeled as 'Fuzzy Company Extra Strict.' Partial Fuzzy Heavy is an algorithm that analyses the full value and generates a high score if there is a bigger partial match, taking into account spelling errors and different formats. Company Name does the same, but is optimized for matching company names.

Person Name or Fuzzy

These matching methods were formerly labeled as 'Fuzzy Person.' Spelling errors, typing errors and sequence differences are taken into account. This matching method can also be very useful for comparing company names.

Large Text

This is specially designed for large texts like emails or documents. It will determine the matching degree between those texts. 

Equal to Null

The Equal to Null matching method scores when the matched field is empty (Null). 

Not Equal

The Not Equal matching method scores when the matched field is NOT equal.

Email Address

This will match email addresses, matching the addressee part differently than the domain name part.

Domain

The Domain matching method can find if a URL or email address has the same domain name. This matching method could be used to find records that could be related to the same company. Or to find duplicate website URL's, even if they are written in a different format. 

Domain Fuzzy

The Domain Fuzzy matching method can find if a URL or email address has a similar domain name. The matching method strips the email or URL to only leave the domain and then calculates a fuzzy match. 

URL

The URL matching method can find duplicate URLs, even if they are written in a different format. In comparison with the domain matching method, this matching method also takes into account subdomains or URI. 

URL Fuzzy 

The URL matching method can find duplicate URLs, even if they are written in a different format. In comparison with the domain matching method, this matching method also takes into account subdomains or URI. 

Product Number

This is specially designed for numbers. Working best for serial numbers. 

Phone Number

This is specially designed for comparing phone numbers. It removes all special characters and puts most weight on the last four numbers.

Phone Number Advanced

The Phone Number Advanced matching method can score 100% on phone numbers written in a different format or standardization. It doesn't matter if your phone number has an international format, national format, E.164 or RFC 3966. If your phone number possibly has an extension, it's not taken into account. 

Contains Value

Enter a custom value at 'match config.' When a value matches your custom value, it will score 100%. This matching method only works on "matched records". The source record can have any value and is not defined by the "Contains Value" matching method. 

Please note that this matching method is not designed to function as a filter. If you want to use a filter, please apply a Job Filter. 

Date Distance in Days, Weeks or Months

Can only be used on date fields. When two dates are within the provided date range (for example, '4' is 'four days'), the field will score 100%. Useful for finding opportunities that have a similar close date for example.