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What should I do after downloading the Custom match template?
Custom match allows you to define specific types of records that will be matched or never be matched.
After downloading the template on the Match screen, please fill it and upload it to the system as you would upload any of the data sources using the data sources page. Once you completed this step, please go back to the Custom match panel on the Match page and complete the configuration (next steps will show up on the panel).
Thank you!
The Customer Insights team
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