Custom Match Target Requirements

While a Civis Client Success representative is required for designating a database table as a custom match target in Civis, you can do your part by creating the source table.  The following fields are requested:

ID (primary key)*
First Name*
Middle Name
Last Name*
City
State (Province)
ZIP (Postal Code)
Street Number
Street Direction Prefix
Street Name
Street Suffix
Street Direction Suffix
Unit/Apt Number
Secondary Unit Number
Date of Birth (YYYYMMDD)
Phone Number
Wireless Phone Number
Email
Gender
Latitude
Longitude

*Primary key, first name, and last name are required. None of the other fields are required, but match rates will probably be very low unless there’s some sort of location field (e.g., at least zip or city+state). In general, the more info, the better.

You don't need to have all of those fields for the match target to be created, but providing as many of them as possible can improve your match quality.  After creating the source table, reach out to [e-mail] about getting the match target added to Civis for your person matching needs.