Matching rules

Start with a shared value

Choose values that represent the same thing on both sides. A stable reference can be easier to check than a label that different people type differently.

Select a matching rule from the options available in the editor. Do not assume every column type supports the same comparisons or transformations.

Inspect representative records

• A record you expect to match exactly one other record.
• A record with no corresponding match.
• Records that share the same comparison value.
• Records with missing or inconsistent values.

Review these examples in Scan & Preview. If the proposed relationships are unexpected, adjust the rule or source data and scan again.

Avoid assumptions

Do not rely on a particular duplicate, blank-value, case, or whitespace behavior without checking the configured rule and preview. A rule that works for one pair of boards may need adjustment for another.