Enhanced Client / Person Matching for Importing Client Data

See Import Client Data for general instructions.

Enhanced matching information for importing client data:

Strict Client / Person Matching Checkbox tooltip: If checked, when the Company Name is left blank, a match will be attempted on (1) Person First and Last Name, and (2) Person Email.

The goal of the checked option is to allow spreadsheets of just people (missing company info) to update people that belong to company records, not just individuals.

In more words here’s the difference between checking the checkbox and leaving it unchecked.

-Unchecked: this leaves the matching as it always has been.

• Company name provided
  • If match on existing company is found, we update the company.
  • We look for match on first and last name for person
    • If match found, we update the person
    • If match is not found, we create a new person
  • If a match is not found, we create a new client and person
• Company name NOT provided
  • We look for match on first and last name for ‘individual’ clients
    • If match found, we update the person
    • If match is not found, we create the client and person

-Checked: additional matching opportunities

• Company name provided
  • If match on existing company is found, we update the company.
  • We look for match on first and last name for person
    • If match found, we update the person
    • If match is not found, we create a new person
  • If a match is not found, we create a new client and person
• Company name NOT provided
  • We look for match on first and last name for all people (individual and company people)
    • If match found, we update the person and their company/client record
    • If match is not found
      • We look for a match on email
        • If match found, we update the person and their company/client record
        • If match is not found
          • We look for match on work/home/cell phone
            • If match is found, we skip the record and notify the user the phone matches another person
            • If match is not found, we create a new client and person