Fuzzy Match between two data sources with ranked criteria

[FraM]

Dear Community, 

I have two lists with company names that I would like to match. The 'best' unique identifier would be the website, but I do not have a website entry for all companies. So for those without a website I would like to match via the the company names (different spellings, not all names incluced in both lists). 

Input

Match order	List 1	List 2
1	CompanyWebsite	CompanyWebsite
2	CompanyName	CompanyName
	No more columns	Columns x-y

Desired output 

CompanyName from List 1	Match score with list 2	CompanyName from List 2	Columns x-y from List 2
Company 1a	x%	Company 1b

What I tried so far: 

- Added both lists via data input

- Removed duplicates

- Added a column for source file in each list

- Added a union tool to combine the lists

- Added the fuzzy match tool: Merge, source file names as source ID field, companyName as record ID field, match style company name, ticked output match score & unmatched records -> did not work and also missing the match style for website as this should be my first match criterium 

Any ideas how to approach this? 

[ChrisTX]

Suggestion: use a "waterfall" approach:

1) Exact match on CompanyWebsite using a Join tool, continue processing only unmatched records

2) Exact match on CompanyName using a Join tool, continue processing only unmatched records

3a) Fuzzy Match (tool 1 of 2)  on CompanyWebsite

3b) Fuzzy Match (tool 2 of 2)  on CompanyName

Under the Help menu, the workflow for "Merge to a master file with fuzzy matching" is a good example of a waterfall approach.

Chris

[ArtApa]

Hi @FraM - Here is a training video that may help: https://community.alteryx.com/t5/Videos/Fuzzy-Matching-for-Beginners/td-p/330575