To effectively search for records to link, define the criteria for the program to use to search for possible matching records between the two databases. Once the program finds possible matching records based on the matching criteria, you can manually determine if the records found are matching records to link.  

  1. Select Integration from the navigation bar  
  2. Click Set Up Matching Criteria  
  3. Select the People tab  
  4. Mark the checkbox next to the fields to use to search for matching people records For example, mark the Last name checkbox to search for people with the same last name in both databases. We recommend using First Name, Middle Name, Last Name, Suffix 1, and SSN. When marking a field, different options may appear on the right:
    • Allow partial field match helps to find records that begin similarly. If you mark this checkbox, enter a number of characters in the Match the first [ ] characters field. For example, if you enter the number 5, the first five characters of the field are matched. If you are including Zip Code, this would match both the Zip Codes of 29464 and 29464-1234.  
    • Allow match if middle name included in the first name field allows you to match by first name even if an additional name is included in the First Name field.  
    • Check for match with nickname field allows you to match a name in the First Name field with a name in the Nickname field.  
    • Exact match establishes record match is specifically for the SSN field. Marking this box automatically matches records in both databases with the same SSN, overriding any discrepancies in other fields.  

    People

     
  5. Select the Organizations tab  
  6. Mark the checkbox next to the fields to use to search for matching organization records For example, mark the Organization name checkbox to search for companies with the same name in both databases.

    Organizations

     
  7. Select the Addresses tab  
  8. Mark the checkbox next to the fields to use to search for matching address records Notes:
    • When searching for duplicate addresses, hyphens, colons, apostrophes, periods, semicolons, carriage return/line feeds, and parenthesis are ignored.  
    • The program uses address abbreviation equivalents when looking for matching records and determining data conflicts. If you use abbreviation equivalents, data conflicts may not appear (such as for Street vs. St.), but the value may be updated on the records.  

    Addresses

     
For detailed information, refer to the Integration Guide by selecting Help, User Guides from the menu bar in your software.