How can I match on a company name as well as a contact name?

May 06, 2022 20:21
Updated

Not everyone’s data or requirements are the same. One of the strengths of matchIT is the ability to add and change keys, which enables you to customize your deduplication settings to suit each specific job. Many customers have contacted us in the past stating that even if contact names and addresses are the same, they do not want matchIT to regard it as a match unless the company name is the same too. Below is a set of instructions, which you can use to change your matching keys to enable you to match on both Company Name AND Contact Name.

Use the normal weights for Individual level matching and add the company name to each match key. To minimise the chance of missing matches, we suggest using two forms of the company name so resulting in twice as many match keys:

First, add COY_KEY to each match key – it doesn’t matter whether it is at the start or end of the key, but for efficiency it is better at the front of the key if the data is sorted by company name and at the end if it is sorted by Postcode/Zip.
Secondly, add:

PUN_TRIM(COMPANY,20) to each key. N.B. Prior to v5.03 you will have to add UPPER(PADR(CHRTRAN(COMPANY,[“&*()+’;:#/.,]+SPACE(1),[]),20) instead of this.
This method may cause you to miss some acronym matches and ‘contained in’ matches such as SmithKline Beecham and Beecham, so if you want to include this type of match as well, please contact us for advice.