Step 3 is about creating the matching definition from the columns you selected in Step 2.


By default, it will automatically assign Fuzzy match with a Fuzzy Level score of 90 to each column, as shown below:



Click any of the following options to learn more:


Fuzzy match

Exact match

Fuzzy Level

Ignore NULL values

Knowledge Base Library


Creating Matching Groups


The example below highlights a more refined match definition, using different levels of fuzzy and the Knowledge Base Library

Note: All settings are saved when you "Save As Project".



You can now run the matching process by clicking the Start Matching button as shown below:




The Matching Progress Bar (shown below) will highlight which step of the matching is currently being processed. At any time you can click the CANCEL MATCHING button to stop the process.