3 articles Record Matching

Adding Contacts To Existing Accounts (Part 1)

Adding new contacts to existing Accounts in Pipeliner is similar to import Accounts with a little twist. This is our scenario for this post: 1. We don’t have a unique key for each Account so we need to match against the Organization name. 2. It is possible to have the contact record already exist –…

Record Matching Entities

The import module in DBX Data Management provides a record matching feature unmatched by other import tools for Pipeliner CRM. The record matching capabilities of DBX Data Management ensures that all potential matches are identified and selected to prevent creating duplicate records. Record matching option can be accessed from the “Record Matching” tab.   Record…