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Matching Criteria
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Matching Criteria
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Matching Criteria Overview
When you import something into Slate, Slate tries to prevent duplicates from being created. To prevent a duplication, Slate evaluates matching criteria. It does so in a specific order that correlates to the quality of the data being evaluated. Yo...
Updated : 20 Mar 2024
Matching Criteria for Person Records
When importing to the Person or Application destination using a form or Upload Dataset, Slate attempts to find a matching person record to update to prevent the creation of duplicate records. Once a record matches a mapped item, Slate considers ...
Updated : 22 Apr 2024
Matching Criteria for Dataset Records
When importing to a Dataset destination (such as Organizations, Funds, or Companies and Foundations) using a form or Upload Dataset, Slate attempts to prevent the creation of duplicate records by finding an existing, matching dataset record. As soon...
Updated : 22 Apr 2024
Matching Criteria for Application Records
When importing application data, Slate not only attempts to match an existing person record, but it also sometimes matches an existing application. This is the case if any of the application matching items are mapped and they match an existing appl...
Updated : 22 Apr 2024
Matching Criteria for System Objects (Schools, Tests, Interactions, and more)
When importing data to populate standard system objects such as schools, tests, and devices, Slate attempts to prevent duplicating system objects associated with the person, application, or dataset record. In many cases, matching system objects are ...
Updated : 03 Apr 2024
Matching Criteria for System Objects (Gifts, Pledges, Opportunities, and more) - Advancement
When importing data to populate standard system objects such as gifts, addresses, and devices, Slate attempts to prevent the duplication of system objects associated with the person or dataset record. In many cases, matching system objects are updat...
Updated : 03 Apr 2024