Suggested Match Keys
data mapped | matching level(s) available |
Suggested Key set |
name, organization, address | all | 1 |
name, address | individual name only family household |
2 |
organization, address | household business company only |
3 |
Name | Name Only | 4 |
organization | company only | 5 |
address | household | 6 |
Below keys are are based on mSQL, if using mHub then simply remove the 'mk' prefix from the keys.
In mSQL, if you're using SSIS, then these keys will be chosen for you automatically.
1. Name, organization, address
high data volume mkName1 + mkPostOut + mkPremise mkOrgName1 + mkPostOut + mkPremise mkPhoneticTown + mkPhoneticStreet + mkPremise |
low/medium data volume mkName1 + mkPostOut mkOrgName1 + mkPostOut mkAddressKey + mkPremise |
2. Name, address
high data volume mkName1 + mkPostOut + mkPremise mkName1 + mkAddressKey mkPhoneticTown + mkPhoneticStreet + mkPremise |
low/medium data volume mkName1 + mkPostOut mkName1 + mkPhoneticStreet mkAddressKey + mkPremise |
3. Organization, address
high data volume mkOrgName1 + mkPostOut + mkPremise mkOrganizationKey + mkAddressKey mkPhoneticTown + mkPhoneticStreet + mkPremise |
low/medium data volume mkOrgName1 + mkPostOut mkOrgName1 + mkPhoneticStreet mkAddressKey + mkPremise |
4) Name
high data volume mkName1 + mkName2 * PunTrim(FullName) or PunTrim(FirstName)+PunTrim(LastName) |
low/medium data volume mkNormalizedName mkNameKey |
5. Organization
high data volume * PunTrim(Organization) mkOrgName1 + mkOrgName2 + mkOrgName3 |
low/medium data volume mkNormalizedOrganization mkOrgName1 + mkOrgName2 |
6. Address
high data volume mkPhoneticTown + mkPhoneticStreet + mkPremise mkPostOut + mkPhoneticStreet + mkPremise # mkName1 + mkPostOut + mkPremise |
low/medium data volume mkAddressKey + mkPremise mkPostOut + mkPhoneticStreet # mkPostOut + mkName1 |
* = uses the source table's data instead of keys table when pre-clustering
# = Include this only if names have been mapped (but not used during compares). If company instead of name, then use mkOrgName1 instead of mkName1.