Matching Imported Records - trillium_quality - 2.7

Trillium Quality for Dynamics Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Guide
First publish date
2008
Last updated
2023-05-25
Published on
2023-05-25T13:35:56.864032

When you use CRM to import a file containing a contact, account or lead list, by default Trillium Quality for Dynamics automatically cleanses and matches the records. Create your import map file and import the file according to your usual CRM procedures. During the import, Trillium Quality for Dynamics runs in the background to cleanse and match the records.

When the import is complete, use an Auto Merge process (see Automatically Merging Matched Records), or the TSS Match Display List (see Viewing and Merging Duplicate Records), to combine data in duplicate records.