Matching Criteria for Person Records

When importing to the Persons destination using a form or Upload Dataset, Slate attempts to find a matching person record to update to prevent the creation of duplicate records. As soon as a person record matches a mapped item, Slate considers the record to be found, and it will stop evaluating subsequent matching criteria. As such, the order is important to note below.

Person Matching Criteria

The items that are used to identify an existing person record in Slate appear below in the order provided:

Data Point Description
1. Slate GUID Matching Only (Matching only means that this does not update the GUID; it is used only to find potential matches.) This is the 36-character unique identifier of the person.
2. Slate Identity Matching Only (Matching only means that this does not update the Identity; it is used only to find potential matches.) This is the integer value of the identity column on the person table. The identity is automatically assigned sequentially and cannot be updated. Note: This is an uncommon matching criterion and is only used in exceptional cases.
3. Person-scoped unique custom fields If the unique field value does not yet exist or does not match what was mapped in the source, the value is updated.
4. Slate External ID This is the external ID for the person record. If the external ID does not exist, or a match was made from a previous matching criteria, and the external ID does not match, then the external ID is updated.
5. Slate ID Matching Only (Matching only means that this does not update the Slate ID; it is used only to find potential matches.) This is the Slate ID (Ref).
6. Slate ID Internal Matching Only (Matching only means that this does not update the Slate ID; it is used only to find potential matches.) This is the automatically generated 9-digit Slate ID (Ref). This uses only the automatically generated Slate ID, and it ignores any override ID that might exist for the record.
7. Slate ID Override  This is the Slate ID (Ref). If a match was made from previous matching criteria, and the Slate ID does not match, then an override ID is set or updated for the record, and the Slate ID appears as this new value on the record.
8. Sport - External ID This is the external ID for a sport record. If a person record has any sport with this value as the external ID, a match occurs. If the external ID does not exist, or a match was made from a previous matching criteria, and the external ID does not match, then the external ID is updated for the sport.
9. First + Last + Email  This is the combination of first name, last name, and rank #1 email address. If there is an exact match, then this is used to match a person record. If these did not match, but a match occurred previously (from other matching criteria), these values are updated for that record. Note that email addresses on the device table that are not ranked #1 are not evaluated for matching.
10. First + Last + Birthdate This is the combination of first name, last name, and birthdate. If there is an exact match, then this is used to match a person record. If these did not match, but a match occurred previously (from other matching criteria), these values are updated for that record. Note: This matching criteria is subject to a negative match check on middle name. If the existing person record has a middle name that is at least three characters, and the source file has a middle name mapped that is at least three characters, and the first three characters of the two middle names do NOT match, then a new person record is created instead of matching the existing record. 

Important

During the account creation process, first name, last name, email, and birthdate are required, and Slate only matches an existing record if there is an exact match on all four fields.

If none of these items match, then a new person record is created if enough data was included for record creation (either email address or both first and last name).

Note: The birthdate requirement can be disable.  

 

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