Match rules & scanning

A match rule defines when two records of an object count as the same entity. Each object (people, companies, deals, custom objects) gets its own rule.

Building a rule

• Keys — the attributes to compare: email addresses, domains, names, phone numbers, or any text attribute.
• Exact or fuzzy — exact matches after normalization (case, whitespace, email/domain shape), or fuzzy similarity for names and free text that tolerates typos and variations. Fuzzy matching is available on paid plans.
• ANY or ALL — with ANY, records match if any key agrees (email or domain). With ALL, every key must agree at once.

Running a scan

Start a scan from the Scan page. Deduptio pages through the object's records, applies your rule, and groups records that point to the same entity. Each group shows why its members matched. Groups you skip stay skipped; new scans only add groups that aren't already pending.

Scheduled scans

Turn on the schedule to scan automatically, daily or weekly. When a scheduled scan finds new duplicate groups you get an email; a scan that finds nothing sends nothing.

Lists

Duplicate list entries (the same record sitting in a list twice) are checked live on the Duplicates page — no scan needed. See Lists.