How it works
Four steps, three of them API calls:- Walk the base with Browse guests, page by page.
- Group candidates on your side, on whatever your data makes reliable: the same address, the same domain plus the same surname, the same phone.
- Score each group with Compute merge confidence, which returns a number on the same scale as the merge threshold.
- Merge above your threshold with Merge guests, and keep the result.
The examples reuse the bearer token from the Quick start. Replace
{entityId} with your entity.Walk the base
The query model needs at least one criterion, so a negation on a value no guest carries walks the whole entity. Sendlimit in the body, then send back the afterKey the response returns until it stops coming.
Score, then merge
Both calls run in the background. They answer200 with an empty body and a location header pointing at a task, which you read until its status settles. A confidence task carries the score in result; a merge task carries an object whose rid ends with the identifier of the merged profile.
Undo a wrong merge
A merge is recoverable. Unmerge a guest takes the merged profile in the path and splits it back into the profiles it was made of:type is merge. Pass a plain guest and the call answers 400 with the code system.invalidQuery. After the split, the merged identifier stops resolving and each source answers on its own identifier again.
Tips
- Score before merging on anything but an exact address match. Two guests sharing a surname and a domain are often colleagues, not one person. The score is what separates them.
- Keep the identifiers you already stored. After a merge, reading a source identifier returns the merged profile, so nothing on your side breaks. Pass
redirect=falseto read the original andexpand=trueto inspect the sources behind it. - Record the score you merged on. It is the only way to tell later whether a threshold of 75 was right for your data, and the input for raising or lowering it.
Related
Compute merge confidence
The score, and the task that carries it.
Unmerge a guest
Split a merged profile back apart.