Create custom duplicate matching rules in Attio
Create custom duplicate matching rules for Attio People and Companies. Combine conditions, use related Company attributes, and preview potential matches.
Previewing is optional in the current app. You can save a valid custom rule without running a preview.
In this video
- 0:00Introduction and prerequisites
- 0:44Default rules and name similarity sensitivity
- 1:42Automatic detection versus full scans
- 2:33Avatar, email, and company matching
- 3:35Why merging companies can reveal more matches
- 4:30Provider aliases and redirected email domains
- 5:36Facebook, LinkedIn, Twitter, and fuzzy names
- 6:28Create a custom matching rule
- 7:12Match using related Company attributes
- 7:52Preview potential matches before saving
- 8:30Evaluate the preview and save the rule
- 8:51Duplicate an existing matching rule
- 9:18Preview warning and wrap-up
What you'll learn
- Explore built-in rules and name-similarity sensitivity.
- Combine conditions in a custom rule for People or Companies.
- Use attributes from related Company records when matching People.
- Preview potential matches to check false positives, or duplicate an existing rule.