Duplicate Management

Overview

Import Rx features duplicate matching rules, which identify existing records to be updated versus creating a new record. For example, if the import process matches Contacts with incoming data, it displays these on a Duplicate Review Screen. Here you can decide which Contact to update, or if a new Contact should be created. The Data Source configuration also allows the user to choose to automatically update matching Contacts, if only one is found. For objects related to the Contact (e.g., Application, Test Scores) the duplicate matching rule settings govern how they are matched, not matched, or updated or inserted automatically.