https://mycommunity.validity.com/t5/demandtools/having-trouble-setting-up-successful-match-rules/m-p/2298#M1229 <P>I'm new to DemandTools. I've watched the import training video. I've also read through some of the Help Center materials.&nbsp;</P><P>When I attempted an import, I found that my match rules weren't successful. I work in higher ed. Our fine arts team uses MusicWindow. I need to import records from MusicWindow to ensure that we have all the same records in Salesforce. Knowing that some of the records will already exist in Salesforce, I chose upsert as the import type. I started with a test batch of 3 records, one of which I knew already existed in Salesforce. Below is a screenshot of the matching rules I set up. When I ran the preview, the record I know is already in Salesforce was showing as not having matched and was set to create a new contact. I'm open to suggestions from more experienced users.</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="Screenshot 2024-10-10 175944.png" style="width: 999px;"><img src="https://mycommunity.validity.com/t5/image/serverpage/image-id/652iA806F0C7B08B8792/image-size/large?v=v2&amp;px=999" role="button" title="Screenshot 2024-10-10 175944.png" alt="Screenshot 2024-10-10 175944.png" /></span></P> Thu, 10 Oct 2024 23:15:16 GMT JenHussey 2024-10-10T23:15:16Z https://mycommunity.validity.com/t5/demandtools/having-trouble-setting-up-successful-match-rules/m-p/2298#M1229 <P>I'm new to DemandTools. I've watched the import training video. I've also read through some of the Help Center materials.&nbsp;</P><P>When I attempted an import, I found that my match rules weren't successful. I work in higher ed. Our fine arts team uses MusicWindow. I need to import records from MusicWindow to ensure that we have all the same records in Salesforce. Knowing that some of the records will already exist in Salesforce, I chose upsert as the import type. I started with a test batch of 3 records, one of which I knew already existed in Salesforce. Below is a screenshot of the matching rules I set up. When I ran the preview, the record I know is already in Salesforce was showing as not having matched and was set to create a new contact. I'm open to suggestions from more experienced users.</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="Screenshot 2024-10-10 175944.png" style="width: 999px;"><img src="https://mycommunity.validity.com/t5/image/serverpage/image-id/652iA806F0C7B08B8792/image-size/large?v=v2&amp;px=999" role="button" title="Screenshot 2024-10-10 175944.png" alt="Screenshot 2024-10-10 175944.png" /></span></P> Thu, 10 Oct 2024 23:15:16 GMT https://mycommunity.validity.com/t5/demandtools/having-trouble-setting-up-successful-match-rules/m-p/2298#M1229 JenHussey 2024-10-10T23:15:16Z https://mycommunity.validity.com/t5/demandtools/having-trouble-setting-up-successful-match-rules/m-p/2301#M1232 <P data-unlink="true">Hey&nbsp;<a href="https://mycommunity.validity.com/t5/user/viewprofilepage/user-id/1927">@JenHussey</a>&nbsp;- Welcome to DemandTools! Please shoot us an email at DemandtoolsCOE@validity.com&nbsp;and a member of our team would be happy to review your scenario with you. There are a lot of potential things that could be causing the record to not be identified so we'll need to dig a bit depper into your setup and potential matches to see what may be going on. Thanks!</P> Fri, 11 Oct 2024 17:26:25 GMT https://mycommunity.validity.com/t5/demandtools/having-trouble-setting-up-successful-match-rules/m-p/2301#M1232 Pugs_Validity 2024-10-11T17:26:25Z