Avoid "Multiple Matches" Association Errors with Sequential Selection Rules

In Insycle’s Associate app, you can add Selection rules to help identify the correct record to establish a relationship with if multiple potential matches exist.

Previously, all Selection rules had to match to be considered the right record.

Now, when you add multiple selection rules, the criteria are assessed sequentially, one at a time. If a record meets the first criterion, subsequent rules do not influence the selection. The first matching record is identified as the appropriate match, and no further rules are examined. If none of the rules determine the correct record, this results in a "Failed, Multiple target matches" result. No relationship will be created.

For example, if matching contacts to companies, you can set the first Selection rule as "Lifecycle Stage = Customer," and a second rule as “Number of Associated Deals = Highest.” If none of the companies have a Lifecycle Stage of Customer, it will proceed to evaluate the Number of Associated Deals values.

For complete, step-by-step instructions, visit our Link and Associate People to Companies article in the Help Center.