fuzzy match using company name and parent name against a source list

Question

Hello,

I need to perform a fuzzy match using both the company name and the parent name against a source list with just a company name.

I am looking for an approach to this workflow.  Should I create two records for the source where Company and Parent are not the same?

Thank You,

Michael

martinding · Accepted Answer

Hi @mstoler,

You can combine both the company name and the parent company name into a single list, and fuzzy match it with the source company name.

One way to achieve this is: