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Siebel Marketing User Guide > List Management > Process of Importing and Managing External Lists >

Selecting Matching Approach and Match Resolution

You need to specify how to handle duplicates before importing a list.

To select a matching approach

  1. Navigate to the List Management screen > Lists view.
  2. In the Lists list, select your list.

    Some fields are described in Table 46.

  3. Click the list name.
  4. Click the List Import view tab.
  5. Select a Matching Approach.

    The choices are:

    • Exact Matching Only. This option uses the fields marked as Exact Match Fields in the List Import Format and queries for any existing contacts or prospects that exactly match the values from the incoming record.
    • Intelligent Matching Only. This option uses the data quality matching service to search for matching contacts or prospects.
    • Exact and Intelligent Match. This option uses both exact matching and data quality matching. The option first searches for an exact match in the existing contacts and prospects, and then uses intelligent matching to search for matches if no exact match is found.
    • No matching. This option disables matching for the import job.
  6. In the Match Resolution drop-down list, select an action to apply.

    For more details, read Matching Approach and Match Resolution.

Table 46. Fields Used for List Import View
Field
Comments

Additional Actions

Assign to Campaigns, Responses, or Campaigns and Responses. Used whenever the import file contains campaign history or response data about contacts and prospects. For more information, read Campaign and Response Data.

Cleanse Data During Import

A check box for which the default is off. When this flag is checked, incoming records are cleansed by Siebel Data Quality. If your company has not licensed Siebel Data Quality, this feature is not functional.

List Import Format

Indicates the saved column sequence for the file. Formats can be reused across lists. For more information, read Applying List Import Formats.

List Import Mode

For descriptions, read Matching Approach and Match Resolution.
    
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