Match-up Conditions

Match-up conditions can be used to restrict the volume of data that is matched up in Aurea CRM.

To use match-up condition, follow the below steps:

1. Select Data > Define Match-Up Conditions from the menu.
2. Select the info area to which the match-up conditions should apply.
3. Define the condition, see Conditions in the Win User Manual.
   Note: The match-up conditions are ignored if the import format contains a unique key.
4. Select Data > Activate Match-Up Conditions to activate the match-up conditions for an info area.