Matching styles are used in filters to identify duplicate records. The most common matching style is “exact match” which, like its name implies, finds records that have the exact same value in a given field.

For example, using exact matching on the email field will identify records that have “jsmith@company.com” as the email. If the matching style “Letters only” was used, Cloudingo will recognize “jsmith@company.com” and “j.smith@company.com” as duplicate matches, ignoring any characters or symbols such as periods.

When determining which matching style to use, we recommend starting with exact matching. The results will require less manual review and the merge process can be automated since you know that the matches are in fact, true matches. Perform several passes of your data, varying the matching styles each time to bring about different results. (Read more about tight verse loose filters.)

Matching styles defined:

  • Alpha Numeric Only: Strips out special characters, symbols, and spaces.
  • Company Name Cleaned: Strips out standard corporate suffixes and articles, like Inc., Incorporated, Co., Company, The, A, etc.
    • If you want Cloudingo to also strip out all spaces from your values before making the comparison against other records, select the ‘Remove Spaces’ checkbox. (Example: BestBuy, Inc. vs Best Buy. Typically “company clean” would not catch this scenario because it only strips out the ‘, Inc.’ for comparison.)
  • Domain: Matches the domain of email addresses (text that follows an @ symbol).
  • Exact: One-to-one match of field data.
  • First N Characters: N stands for “number.” This number is user-defined. (Example: if 4 were selected as the variable, Cloudingo would only look at the first 4 letters of the field value.)
  • First Word: Establishes a match from the first word in a string of words.
  • Fuzzy: uses an algorithm that calculates likely matches based on a threshold. (Note: it is recommended that you use this option last after several passes on the data as it returns the widest set of possible matches).
  • Last N Characters: N stands for “number.” This number is user-defined. (Example: if 4 were selected as the variable, Cloudingo would only look at the last 4 letters of the field value.)
  • Last N Word: N stands for “number.” This number is user-defined. (Example: if 2 were selected as the variable, Cloudingo would only look at the last 2 words of the field value.)
  • Letters Only: Strips out any non-letter characters, symbols, and spaces. (Example: ABC, A B C, A.B.C. would all be matches.)
  • Numeric Only: Strips out any non-numeric characters, symbols, and spaces. (Example: 414, 4 1 4, 4.1.4 would all be matches.)
  • Phone International: A fuzzy matching algorithm specific to international phone numbers that accounts for differences in formatting and spacing.
  • Phone North America: A fuzzy matching algorithm specific to North American phone numbers that accounts for differences in formatting and spacing.
  • URL: Matches a web site URL address.