ListMatchGenie

Files

Manage master files (canonical reference data) and source files (recent uploads) from one page. Upload new masters, version old ones, and clean up old source files.

The Files page is where you manage every file you've uploaded to ListMatchGenie. It's split into two sections — Master Files (long-lived canonical data) and Source Files (recent uploads, 30-day retention).

See Master vs source files for the conceptual distinction.

Master Files

Files you've explicitly saved as reusable masters. Each row shows:

  • Name — your label for this master
  • Rows — current row count after cleansing and dedup
  • Columns — number of columns
  • Used in matches — count of match jobs that used this master
  • Last used — when this master was last referenced
  • Version — the current version number (every re-upload creates a new version)
  • Actions — rename, upload new version, view history, delete

Uploading a new master

Click Upload Master File or drop a file on the hero. You'll be prompted to:

  1. Give it a name (or accept the auto-suggested one from the filename)
  2. Review the column profile
  3. Review the cleansing report — cleansing runs on masters before saving
  4. Confirm the save

Once saved, the master is available on the Match wizard's Upload step as a selectable item under "Use saved master".

Versioning

Re-uploading a master creates a new version. Old versions are retained for 30 days so you can:

  • Audit what your master looked like at match time (every match records its master version)
  • Roll back if the new upload was a mistake
  • Compare row counts and column sets across versions

Click View history on a master to see all versions, with per-version stats.

Tier limits on masters

FeatureFreeStarterProBusiness
Saved masters1525100
Master row limit5,00050,000250,0001,000,000
Per-master versions kept3103090

If you hit the saved-masters limit, delete an old master or upgrade.

Source Files

Recently uploaded files used as sources. Retained for 30 days so you can re-run a match without re-uploading. Columns:

  • Name — filename or your label
  • Rows — row count
  • Size — file size in KB/MB
  • Uploaded — upload timestamp
  • Last used — when last matched
  • Expires — when automatic deletion will happen
  • Actions — promote to master, download, delete

Promoting a source to master

If you realize a source file would be useful repeatedly, click Promote to master to save it. This runs the full master-upload flow with the file's existing data.

Automatic deletion

Source files automatically delete 30 days after upload regardless of whether they were used. This is a GDPR compliance feature — retention policy is strict and clear.