Constituent Matching

Select this option to use the constituent matching settings defined on the batch template. If you update the matching settings on the associated batch template, the program updates the settings on the import process accordingly.

To use custom settings for this import process, clear Use batch template settings to enable the options below.

Select this option to identify records in the import process that may already exist as constituents in your database. Thresholds defined on this screen apply to all batches produced from the import process.

Use the threshold settings to define your ranges for match confidence scores. Match confidence compares field values from the imported record with existing records and assigns match scores for fields weighted by the field type. Match confidence is calculated based on the degree of similarity between the first names, last/organization names, middle names, suffixes, titles, addresses, and zip codes. For more information about how match confidence scores are calculated, see the Administration Guide.

Edit the percentage range for the Matched constituents threshold. Imported records with match scores in this range likely match records that already exist in the database. When the program finds a match, it automatically assigns the record ID from the existing record to the matched record in the import. This process occurs behind the scenes and requires no actions from users.

Note: For Constituent Update batches, the program may update the existing constituent with information from the incoming constituent according to the constituent update rules. For more information, see the Administration Guide.

You can clear Update constituents to turn off automatic updates.

Edit the percentage range for the Possible matches threshold. Records with match scores in this range are similar enough to existing records to be possible matches, but different enough to require manual review. The program prompts you to compare the matched constituents and to choose whether to update the existing record or create a new one for the incoming constituent. For more information about how to compare records on the duplicate resolution screen, see Resolve Duplicate Constituents in a Batch.

You can clear Review constituents to turn off manual reviews. For example, you may clear Review constituents on an import when you have a high volume of records and no time or resources to manually compare records before committing. In this case, it might be better to quickly add new records and then find and delete duplicates later on.