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Mapping Types

Match Categories

• All - All Categories
• Alpha - Techniques for text
• Contact - Techniques specifically for dealing with Contact names
• CRM - Techniques for Customer Relationship Management Categories
• Geo - Techniques for address information
• Internet - Techniques for domain information
• Numeric - Techniques for dealing with number based matches 

Mapping Types

Type Description:	Found in Category:
The Acronym mapping type can be used to create an acronym for a Company/Account Name by using the first letter of every word in the name. Note:  If the Company/Account Name contains only 1 word and the word is 5 letters or less, it will be considered to be an acronym already. Example: International Business Machines -> I.B.M. -> IBM	All, CRM
The Acronym (Cleaned Name) mapping type can be used to create an acronym for a Company/Account Name AFTER applying the Account Cleaning List.  See the "Cleaned Account Name" mapping type below for more details regarding the Account Cleaning List. Example: The Hewlett Packard Company -> H.P. -> HP -> Hewlett Packard Limited	All, CRM
The Cleaned Account Name mapping type uses the built in Account Name Cleaning List.  To see the Cleaning list tool select the "Edit Account Cleaning List" button  in the upper right hand corner of Stage 3 - Matching. The cleaning list standardizes abbreviations, ignores common punctuation and removes common business prefixes and suffixes.  These lists are customizable for language(s) and/or line of business. We recommend that customers review these lists and customize as needed for better matching. Default values includes in the list when PeopleImport is installed Values manually added in this example Click here to type in more customizations Click "Save" to save any changes Three tabs are provided for customization: Replace List:  Anywhere it finds the "existing value", replace with the "new value" for matching purposes only Used to ignore common punctation and match common abbreviations to the corresponding long form The "long" form of a word should always be listed first to avoid replacing a "portion" of a word with the new value i.e. If "ctr -> center" is specified the word "electric" becomes "elecenteric" and will not match correctly An existing value will be ignored if the new value is left blank (i.e. for common punctuation) Suffix List:  Ignore suffix(s) at the END of the name Will ignore multiples, i.e. Co., Inc. Prefix List:  Ignore prefix at the BEGINNING of the name (not shown above) Existing values include "The" and "Dept of" Note:  The lists are NOT case sensitive and punctuation SHOULD NOT be included in abbreviations (replacements), suffix or prefix lists (since common punctuation is already ignored in the replace list).	All, CRM
The Country Match mapping type is used to standardize field values for the recognized countries of the world.  It will recognize the long name of a country, the 2 digit ISO short form, the 3 digit ISO short form and the numeric ISO country value as possible matches of each other.	All, GEO
The Domain mapping type is used when mapping web pages and/or email addresses. It allows for the independent analysis of the domain information contained within the URL or the email address. For email addresses it uses any information to the right of the @ sign.  For web pages it parses the XXXXX.com portion.  This mapping types allows for easy comparison of web page field vs. web page field or email field vs. email field. It also allows for the comparison of email addresses to web pages and vice versa.	All, Internet
The Exact mapping type is a 100% match of every character, assuming no additional mapping options apply (see Fuzzy, Transpose & Alpha Clean at the end of this document)	All, Alpha, Numeric
The First Name mapping type uses the built in Nickname List.  To see the Nickname list select the "Edit Nickname List" button at the top of the interface. The Nickname list will see Bill, William and Billy as potential duplicates/matches of each other.  This list is also customizable by the end user for localization or for non contact substitution on any field by replacing the nickname list with synonyms.	All, Contact
The First XX Letters mapping type is used to compare the first XX characters in a field.  When selected a pop up box will appear in order to specify the number of characters on which to match. Applicable to text fields only.	All, Alpha
The First XX Words mapping type is used to compare the first XX words in a field.  When selected a pop up box will appear in order to specify the number of words on which to match. Applicable to text fields only.	All, Alpha
The Numeric mapping type is used to compare only the numeric values in a field. All other characters, such as spaces or punctuation, will be ignored by the deduper. A field with a value of "Apt # 31" is seen by the deduper as the numeric characters "31", ignoring "Apt #".  Numeric is also commonly used with phone numbers when you JUST want to ignore punctuation and all alpha-characters and just look at the full series of numbers. Note:  When used on a text field that contains numbers, leading zeros will be ignored.  If leading zeros should NOT be ignored, then use EXACT as the mapping type and check "alpha-clean" as an additional matching option.	All, Numeric
The Relaxed Address Match mapping type parses the street address to the lowest common denominator.  Based on North American standards it has also proved effective with most country address formats. Example: Apt#4, 123 Pavillion Street 123 Pavillion, Apt 4 4-123 Pavillion Ave NW Are all seen as "123 Pavillion"	All, CRM
The Relaxed NA Phone Match mapping type removes all non-numeric characters and spaces, leading 0's and 1's, area codes and extensions on the back end, returning the 7 primary digits of the phone number.  If just 7 digits are left use those 7 digits, else just return digits 4 - 10.  It will not match the "Phone-word" values and will trim off the "SPOT" in the phone number and only look at the numeric portion. Example: +1 879 555 1212 ext 500 (879) 555 1212 1.879.555.1212 ext 408 Are all seen as "5551212" Note: This is based on a 10-digit North American phone number.  Although it can be used with international phone numbers (will just return 7 digits in the middle), the Numeric mapping type is the recommended mapping type to be used with international phone numbers. Since this mapping type IGNORES AREA CODES and returns just the "555-1212" portion of the phone number IT SHOULD NOT BE USED BY ITSELF (only use when additionally matching on other fields to avoid updating the wrong record).	All, CRM
The Salesforce.com ID Match  mapping type is used to match any Salesforce.com objects 15 digit ID to its 18 digit equivalent ID and vice versa.	All, CRM
The Street Address Match mapping type is a slightly more rigid criteria than the Relaxed Address Match mapping type. The deduper will ignore the differences in street type short forms such as crescent - cres, road - rd, street - st, etc. and match all standard abbreviations in the street address to their long forms (i.e. South->S, Floor ->Fl etc).  In order for an address to match though, all the components of the address need to be in both records (i.e. if one has "North" the other needs at least "N", if one has a "Suite 100" the other needs at least "Ste 100").	All, CRM
The Zip 5 and 9 mapping type will automatically match USPS 5 and 9 digit zip codes without the need to standardize them to a common number of digits.	All, CRM

Additional Mapping Options

Option:	Description:	Applicable Mapping Types:
Fuzzy	Phonetics engine capable of analyzing words for how they sound when pronounced.  Through a technique of removing vowels and analyzing the remaining consonants the fuzzy engine works well for matching fields with spelling mistakes. Note:  Fuzzy will IGNORE numbers when matching, as numbers do not have a phonetic equivalent, therefore, Girl Scout Troop 100 and Girl Scout Troop 780 will be considered a match if fuzzy was checked.  DO NOT USE for matching phone numbers or other fields that contain numeric characters that you do not wish to ignore (i.e. street addresses).	Cleaned Account Name Exact FirstName
Transpose	The transpositional engine allows for fields to appear as duplicates even when there are differences in their word order.  For example,  "Jones, Smith and Jackson" will appear to be a duplicate of Jackson, Smith and Jones.	Cleaned Account Name Exact FirstName Street
Alpha-Clean	The alpha cleaner extends some of the capabilities of the account name cleaner to other fields for easier matching.  The alpha cleaner is used for ascii (North American) data to ensure that the only characters that are analyzed are the 26 characters of the English alphabet and the numbers 0-9.  Any other character that the field may contain will be ignored by the deduplication matching algorithms.	Cleaned Account Name Exact FirstName Numeric Street Zip 5 and 9

See also