The merge rules can consist of either one data field or a combination of data fields that need to be met to obtain your defined weighing points.
When the total points meet or exceed the threshold specified for the profile type, the profile is considered a match.
Adding Profile Match Rules
From the side menu, select Exchange, then select Interface Setup and select Profile Match Rules.
Click New and complete the following
Property. Enter or select the property from the list
Interface. Enter or select the interface from the list
Profile Type. Select a profile type from the list; options are Guest, Company, Travel Agent, Source, and Group
Threshold. Enter a threshold value
Active. Select checkbox to activate
Match Criteria. Click New and complete the following
Match Rule. Select one or more data fields from the list
Points. Enter weighting points amount for the match rule
Active. Select checkbox to activate the match rule.
Repeat to add more match criteria
Click Save.
Editing Profile Match Criteria
From the side menu, select Exchange, then select Interface Setup and select Profile Match Rules.
Enter search criteria and click Search.
Select the match rule and click Edit.
Update match rules.
Click New to add a match rule.
Select a match rule and click Delete to remove a match rule.
Deleting Profile Match Criteria
From the side menu, select Exchange, then select Interface Setup and select Profile Match Rules.
Enter search criteria and click Search.
Select the match rule and click Delete.
Click Delete to confirm.
Parent topic: Profile Match and Merge