Passa al contenuto principale

The identity resolution add-on is useful when:

  • you have several data sources for your clients and prospects

  • you don't have a common identifier between these data sources

In a few words, to merge together two users coming from different sources into a single identity, we need to set:

  • The identity resolution rule: one or several fields used to define if two users can be merged together into one (email address, phone number...)

  • The user profile resolution rules: define which values to keep when two users are merged together. You can choose to prioritize a source over another, to keep the oldest or the latest record, to group several fields from one source together...