ListMatchGenie

The match wizard

The six-step flow that takes you from uploaded file to exported results. Overview of every step and how to navigate between them.

The match wizard is the single guided flow for running a match, from upload through export. Every match starts here. It's designed so you can't skip a critical step, can't lose state if you walk away, and always have an escape hatch if you want to change your mind.

The six steps, in order:

  1. Upload — pick your source and master files
  2. Cleanse — review what the Genie will fix in your data
  3. Configure — choose a match profile and threshold
  4. Run — execute the match, watch live progress
  5. Review — interpret the results and work the review queue
  6. Export — download your output

Step indicator

The top of every step shows where you are in the flow. Click any step number to jump back — the wizard preserves state across navigation so you don't lose work.

Forward and back

  • Next advances. Required fields are enforced (you can't advance from Upload without files, can't advance from Configure without a profile).
  • Back returns to the previous step with state intact.
  • Start New Match (header link) abandons the current wizard and resets to step 1. A confirmation dialog prevents accidental resets.

Autosave

Every field is autosaved as you type. If you close the tab mid-wizard, re-opening picks up right where you left off. Drafts survive for 7 days.

Named drafts

On Starter and up, give your match a label on Upload — the label follows through to the job name when the match completes. Useful when you run many matches and want to find them later.

Skipping matching

If you only want to cleanse a file (no matching), the Configure step offers a Skip matching option that jumps straight to Export. See Clean data for import.

What happens when you run

When you advance from the Configure step, the match is queued for processing. The Run step shows a live progress bar powered by server-sent events (SSE) — you see updates every second or two as the engine moves through its passes. You don't need to stay on the page; the job runs to completion in the background, and you can return later via the jobs list or dashboard.