Product: Omatic Cloud

Description: This solution discusses the options for finding and matching records

Environment: All

Versions: All

Answer:


It is recommended to add ID matching so that records can quickly be found in subsequent processing.


Omatic Cloud will first try to find the record based on the ID. If a record cannot be found, OC will search based on the criteria selected.


By Email Address OR First Name and Last Name is recommended because it casts the widest net.

By Email Address, First Name, and Last Name is restrictive because the record needs to match on all three.

By Email Address only does not take name into account.