Blog
Guides, tutorials, and deep dives.
Practical writing on list matching, data cleansing, and the real-world cases spreadsheets struggle with — from quick how-tos to deeper technical walkthroughs.
Best List Matching Software for Small Business in 2026
A practical comparison of list matching tools for small businesses: from free options to enterprise platforms, and how to choose the right one for your team.
How to Fuzzy Match Customer Lists: A Complete Guide
Learn what fuzzy matching is, how it works under the hood, and how to apply it to real-world customer list matching problems.
Data Cleansing Before CRM Import: Step-by-Step
A practical guide to cleaning your CSV data before importing it into Salesforce, HubSpot, or any CRM. Avoid duplicates, formatting errors, and wasted time.
How to Compare Two Lists in Excel (And When to Use Something Better)
Step-by-step Excel formulas for comparing two lists, plus the limitations that make people switch to dedicated matching tools.
Fix ZIP Codes in Your CSV: The Complete Guide
How to detect and fix the most common ZIP code problems in CSV files: leading zeros, invalid formats, ZIP+4 handling, and Canadian postal codes.
ListMatchGenie vs Manual Data Matching: ROI Calculator
Calculate exactly how much time and money you save by switching from manual spreadsheet matching to automated fuzzy matching with ListMatchGenie.
HIPAA-Compliant Data Matching for Healthcare Organizations
How to match patient lists, provider directories, and insurance records while maintaining HIPAA compliance. Practical guidance for healthcare data teams.
Deduplicating Your CRM: A Step-by-Step Guide
A practical walkthrough for finding and merging duplicate records in Salesforce, HubSpot, or any CRM using fuzzy matching and systematic review.
Matching Provider Lists Against NPI Database: Complete Guide
How to match your provider directory against the NPPES NPI registry, handle name variations, and validate credentials at scale.
How Phonetic Matching Finds Records That Exact Match Misses
Learn how Soundex, Metaphone, and Double Metaphone algorithms catch name variations that spelling-based matching cannot, with real-world examples.
Why Your Excel VLOOKUP Misses 20% of Matches
The specific reasons VLOOKUP fails on real-world data and how much it actually costs in missed matches, with examples and solutions.
The Hidden Cost of Dirty Data: What Messy Spreadsheets Really Cost
Dirty data costs organizations an average of 15-25% of revenue. Here is where those costs hide and how to calculate the impact on your team.
Understanding Fuzzy Matching: Jaro-Winkler vs Levenshtein vs Token Sort
A clear comparison of the three most common fuzzy matching algorithms, when to use each one, and how they perform on different types of data.
ZIP Code Radius Matching: Find Nearby Records Without an API
How to match records within a geographic radius using ZIP code centroids and the Haversine formula, no external geocoding API required.
Data Quality Checklist: 10 Things to Check Before Importing to Your CRM
A printable checklist of data quality checks to run on every CSV before importing into Salesforce, HubSpot, or any CRM. Prevent duplicates, bounces, and broken imports.
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