Skip to main content
Match projects hold the configuration used to match records on a table. The Match projects page lists every project in the organization with name, table, scoring mode, and latest run summary. To open the list:
  1. Select Match → Projects in the application sidebar.
Page actions on the list: Use the filter field to narrow the list by project name, table name, or scoring mode. From each row you can:
  • Open the project detail page
  • Run a full match execution
  • Delta start an incremental / lookup-style run (uses the project’s blocking index when configured)
Run and Delta start a Match run and navigate to that run’s results hub. They do not create a sync Job under Data → Jobs.
Refer to:

​
Create a Match project

To create a Match project:
  1. Select Match → Projects.
  2. Click New project.
  3. Enter a Name.
  4. Select a Connection and Table (the source table Match will read).
  5. Optionally link a Catalog table when the form exposes that field (enables Know/Trust close-loop after write-back).
  6. Add one or more Blocking keys. At least one blocking key is required.
  7. Optionally set Compare fields, Survivorship, and Auto-approve high-confidence groups (with Auto-approve threshold).
  8. Optionally apply a tightness preset (Tight / Balanced / Loose), then refine fields.
  9. Optionally click Show advanced scoring & write-back to set blocking mode, scoring mode, destinations, overlap, and lookup on the same form.
  10. Click Create & run to save and start a run immediately, or Create only to save without running.
Once saved, the project appears on Match → Projects. You can run it again from the list or from the project detail page.
Name, connection, table, and at least one blocking key are required. Without blocking keys, a project cannot be created or imported.

​
Project detail actions

Open a project (name link or Open). Primary actions include: The detail page also shows last execution summary, review output shortcuts (For review, Reviewed, Unmatched), explore links (Pairs, Search, Clusters), configuration summary, links history, and the Runs list.

​
Project settings (summary)

Exact labels appear on New project, Edit, and Advanced. Primary settings: See Match advanced settings for detail on each advanced control.

​
Import a Match project

You can create a project from an exported Match configuration JSON file. To import:
  1. Select Match → Projects.
  2. Click Import config.
  3. Choose a .json file previously downloaded via Export config.
  4. Confirm. Zwiron creates a new project named with an (imported) suffix and opens its detail page.
The file must include at least name, connection_id, table_name, and a non-empty blocking_keys array. Invalid files are rejected. The imported connection_id must exist in the current organization.

​
Run a Match project

​
From the list

  1. Select Match → Projects.
  2. Locate the project.
  3. Click Run for a full execution, or Delta for incremental / lookup matching.

​
From the project page

  1. Open the project.
  2. Leave Delta unchecked and click Full run, or check Delta and click Run delta.
When the run finishes, you land on the run results hub (Results) with counts and links into For Review, Reviewed, Unmatched, Duplicates, Pairs, Uniques, Clusters, and Search.

​
Edit a Match project

  1. Select Match → Projects.
  2. Click the project name (or Open).
  3. Click Edit for primary settings, or Advanced for extended configuration.
  4. Save changes.
Changes apply to subsequent runs. Existing run results are not recalculated until you run again.

​
Delete a Match project

  1. Open the project.
  2. Click Delete.
  3. Confirm on the Delete Match project dialog.
Deleting a project permanently removes its runs, groups, and golden records. This cannot be undone.
Last modified on October 10, 2026