Deduplication is one of the most important processes that Formstack Sync performs on behalf of our customer's data. Each object type has a different set of unique fields that are used to determine what records across multiple systems should be paired up in our database to ensure that updates to mapped fields take place where expected.
Below is an overview of the unique fields used for each Object supported by Formstack Sync.
|Object||Identifying Fields||Identifying Relationships||Matching Logic|
|Contact||Direct match on lowercased email address|
|Company||Company_Name||Fuzzy match on company name; Long term this will be come a more complex soft match|
|Opportunity||Name, Close_Date||Contact and/or Company||Fuzzy match on name, direct match on expected close date, and graph match on related contact/company|
|Owner / Employee||Direct match on lowercased email address.|
|Activity||Title, Occured_At||Contact and/or Company||Direct match on title and "occured at", and graph match on related contact/company|