Matching Existing Records

When performing an Import, Campaign Deputy will automatically attempt to match to existing records. Matches require at least two pieces of data, though we recommend more to help with the matching logic. We will not match on the following:

• Name Only

• First Name and Zip Code

• Source or Origin Code

While some accounts may have a small number of contacts that could match on first name, this does not work 100% of the time with larger accounts. Make sure to provide as much information during the import to help the matching algorithm.

• First and Last Name

• Email Address

• Full street address (Street, city, state, zip code)

• A phone number

There may still be times when we do no match to a record. This may be due to an uncommon nickname, a person has moved, and misspellings. A Potential Duplicates report is available from the Reports tab.