Reviewing imported contact data
After importing contact data and notes, review it to verify that all data is present and correct. You can then correct any inaccurate information and discard any unnecessary records. You can stop reviewing the data and come back to the Import Processes dialog at any time.
Reviewing the records in the import package allows you to verify the data is accurate before submitting it for merging with other existing records in the system. It also gives you the opportunity to remove old or outdated records that you do not want to ultimately import into NexJ Customer Relationship Management. Carrying out this part of the import and merge process helps ensure a smooth migration of the data into the new system.
To review the imported contact data:
You can now review the ranked contact matches on screen or in a printed report.
Contact matching logic
When you submit contact data for matching, NexJ CRM uses algorithms to determine which contact data is new and which data is duplicated in NexJ CRM and should be consolidated with an existing contact record.
The following table lists the data fields that are used by NexJ CRM to match imported contacts and shows percentages for the quality of the match.
Contact matching data fields and match quality values
Data field | Match quality value |
---|---|
First Name | 20% |
Last Name | 30% |
Birth Date | 30% |
Gender | 5% |
Zip field of the primary address | 15% |
Before completing the import process, you will have the opportunity to review the imported contact data, and the match quality value, and to specify how to process staged contacts. For example:
- If only the gender matches, the match quality is 5%. This is considered a low quality match, so you may choose to create a new contact.
- If the last name, birth date, and Zip field match, the match quality is 75%. This is considered a high quality match, so you may choose to associate the imported data with the existing NexJ CRM contact.