Configure the match properties for the base object.

Define your match columns.

Define a match rule set for your match rules.

Define your match rules for the rule set.

Repeat steps 3 and 4 until you are finished creating match rules.

Based on your knowledge of your data, determine whether you require matching based on primary keys.

If your data is appropriate for primary key matching, create your primary key match rules.

Tune your rules. This is an iterative process by which you apply your match rules to a representative data set, analyze the results, and adjust your settings to optimize the match performance.