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Match by

The record field used to determine whether records from different data sets correspond to the same entity.

In plain English

When records from two data sets are compared, one field is used as the basis for deciding whether two entries refer to the same thing. This is that field: the one whose values are checked to line up corresponding records across the sets.

In context

Here, “Match by” asks which record field should be used to decide whether records from different data sets correspond to the same entity.

Situation
Connecting integrations, syncing data, and running imports or exports
What it communicates
dropdown label for choosing the field used to identify matching records

Meaning limits

The term alone does not identify the particular field selected, only the field used for deciding correspondence.

Examples

“For the import, Match by was customer number, not company name.”

Core meaning

“When comparing the old list with the new one, set Match by to email address.”

In context