Template · Clean · Opening soon
Match messy names to a master list
Match "ACME Ltd.", "Acme Limited" and "acme" to the one right name. The template ignores case, spacing, punctuation and company suffixes, and tells you which matches were exact, cleaned or ambiguous.
You bring
Records40 rows
Name to match
Master list15 rows
Master name
Mammoth does the work
You get
One table40 rows
Each record with its master name (and ID), and how it matched.
Matched after cleaning
- Not a spreadsheet to fill inIt is a ready-made workflow in Mammoth. You bring the files, and it does the work.
- Your files, as they areUpload a file or connect a source. Your column names do not have to match.
- Runs again by itselfWhen new data arrives, every step runs again and the result updates.
What you get back
The real result of this template, run on sample data.
Match names to a master list: the resultSample data40 rows
| Customer | Amount | Master name | Candidates | Master ID | Match |
|---|---|---|---|---|---|
| Dunmore Hotels | 999.48 | Dunmore Hotels | 1 | C-103 | Matched after cleaning |
| Dunmore Hotels plc | 360.75 | Dunmore Hotels | 1 | C-103 | Matched after cleaning |
| Cedar and Co | 236.03 | Cedar & Co | 1 | C-102 | Matched after cleaning |
| Dunmore Hotels | 429.76 | Dunmore Hotels | 1 | C-103 | Matched after cleaning |
| acme | 3,963.03 | Acme Ltd | 1 | C-100 | Matched after cleaning |
| Cedar & Co. | 2,906.69 | Cedar & Co | 1 | C-102 | Matched after cleaning |
| acme | 771.88 | Acme Ltd | 1 | C-100 | Matched after cleaning |
| Cedar and Co | 2,720.45 | Cedar & Co | 1 | C-102 | Matched after cleaning |
What is a fuzzy lookup?
A fuzzy lookup matches records whose names are written differently. Cleaning both sides the same way first (case, punctuation, suffixes like Ltd or Inc) finds most matches without guessing.
How it works
How to use the match names to a master list template
- 1Bring your dataConnect a source, or upload a file.
- 2Check the columnsMammoth matches each column the template needs and asks only when it is unsure.
- 3Choose where it goesA table, a sheet, or a dashboard. It rebuilds on every refresh.
See the exact columns and steps ›
What it needs
Your records and a master list of the right names (2 tables)
Records
- Name to match
Master list
- Master name
- Master ID(optional)
The steps it runs
- 1Match columns: Records
- 2Match columns: Master list
- 3One row per cleaned name
- 4Cleaned name to match on
- 5Look up the master list
- 6Match status
Every step is an ordinary Mammoth step you can open and change.
Match names to a master list: questions
Does it update by itself?
Yes. The template becomes an ordinary workflow in Mammoth. When your data refreshes, from a connector, a scheduled pull or a new file, every step runs again and the result table updates.
Can I change the steps?
Every step is an ordinary Mammoth step you can open and edit. Mammoth remembers which steps came from the template, so an update never overwrites your changes.
Do my column names have to match?
No. You point the template at your columns once. Mammoth suggests a match for each one and asks only when it is unsure.
Get early access to this template
Bring your data, check the columns, and the result rebuilds on every refresh.
More cleaning templates
Remove duplicate rows, catch invoices paid twice, match messy names to a master list, standardise spellings and turn wide tables long.
- Remove duplicatesOne row of each, with a Copies column saying how many there wereSee the template
- Duplicate invoice checkPairs of bills that look paid twice: same supplier, same amount, close dates or the same numberSee the template
- Standardise namesA Standard name for every row, so spellings of the same name group togetherSee the template
- Unpivot wide dataA long table: one row per label and period, with its valueSee the template