Control duplicates on import
Constituent matching preferences can help you avoid creating duplicates with existing constituents in your database as you import new data into Little Green Light.
LGL will always match on IDs if they are provided (either the LGL-created Constituent ID or the External Constituent ID that the customer manages). Beyond IDs, we can also match on name and/or email address.
Read below for a description of when to use which option.
The checkbox options let you control which types of matches to allow. If you check all the boxes, you'll be allowing all of the possible matches. By checking just one or two of the boxes, you'll be allowing just one or two types. The Venn diagram below illustrates how you can think about this:
Match on email address and name
This option is safe for most imports but is limited to matching constituents that have email addresses. It will ensure that constituents only match when both the email address and first name match. This process looks at all email addresses.
Match on email address only
This option is safe for most imports as well, but is limited to matching constituents that have email addresses. It also looks at all email addresses, and will match to the first constituent it finds with the same email address.
Match on name only
Matching is performed on first and last names for individuals, or organization name for organizations. This option can be effective but should be used with caution in cases where it's relatively common to have more than one constituent in your database with the same name.
See how many of your import records matched your LGL records
During your import, it is possible to see which records from your import spreadsheet matched and did not match existing records (i.e., created new records) in your database. To create this report, click the Export button in the "Review and commit" step of your import, as shown here:
The spreadsheet that results from this export contains all records and their status in terms of whether a match was found in LGL or not. If you want to see just those that were rejected, you can sort/filter by status in Excel to see all of the applicable records.