---
title: Contact Matching and Duplicate Prevention in MIS Exports
description: When exporting data from Applicaa to a school’s MIS, one of the key priorities is ensuring that duplicate contacts are not created. This guide explains the contact matching process.
---

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# Contact Matching and Duplicate Prevention in MIS Exports

## When exporting data from Applicaa to a school’s MIS, one of the key priorities is ensuring that duplicate contacts are not created. This guide explains the contact matching process.

We aim to **accurately match new data with existing records** in the MIS where a contact already exists as a parent of a sibling already at the school. This is essential for maintaining clean data and for features like **sibling linking**, which depend on shared contacts.

 

**Step-by-Step Matching Process**

Across **all MIS integrations** (SIMS, Bromcom, Arbor, iSAMS, Ed:gen) we implement a **fuzzy matching process** before any contacts are exported from Applicaa to the MIS. This works as follows:

- **Initial Fuzzy Matching**:
  
  Before export the contact, we compare incoming contact data from Applicaa against existing contact records in the MIS using the following fields:
  
    - First name
    - Last name
    - Title
    - Address
    - Phone number

 This is a **fuzzy match**, meaning it accounts for variations (e.g. “Jon” vs “John”, “St.” vs “Street” and common “nicknames”).

- **Review Potential Matches**:
  
  Schools are presented with **potential matches**, allowing them to confirm whether the incoming contact **already exists** or is a **new individual**.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeqe8siAHQ-uKSLyxoiLXr1sDL2PI0Cvr8E2A45VTboCmMIAWOXz9HYbSYaOivCNHOg_pjGbYqSS5BvECz85c0fnBUTCKHQY4lyWWK3gz54SteXonxHed48NCi_QtQ0KOebKfd6NA?key=p-iETzqgikUSlqci6lpCpo-h)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdTx5nsKwAOm29irmb1uiJDQ1YZWR1EPBA6DLZvyxgMaPKFEkdJw-ErouSNdVrkE0m5JBy7DirAx_IiITVUsRSyo5hUxlXldJw3gsdyLvVPodhFj9eojhqNnZTaTyN05QdhrygE?key=p-iETzqgikUSlqci6lpCpo-h)

- **Decision Options**:
  
    - ✅ *Link* to an existing MIS contact — avoids duplication and merges the A+ contact to the MIS contact.
    - ❌ *Unlink* — treat as a new contact if they are not the same person; this creates the contact as a new record in the MIS.
      
      During the decision making process we also display:
      
          - The **siblings declared in Applicaa**
          - The **students currently linked** to the contact in the MIS
            
            Showing this side-by-side helps schools make informed decisions about contact matching.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfW-XbeEa9LyzS7jXQrbKeSpExXslhfB5ExNH4vYAHUxy4LNnQ1SqxY6aF8nnIGCvk8Yn5ou7TONMfrd7ZqbUazSsh7GBILe0-uycifOx1QKnvjmEd3bSnDC7szzSa5uMrRoL5cFA?key=p-iETzqgikUSlqci6lpCpo-h)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXczkPzprugHECOTCd2hULIKPCzzEe_DtL0PtSv8Bgn7GcQZHCwPaHBn1RCF9sZvLWauB5uUhym8YllAtKICW-Wl0XbUbcaCQpLxClql1oC5lridYpkOWvm5pCX5POjJa5nuGhKeIQ?key=p-iETzqgikUSlqci6lpCpo-h)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXe9LQFeD5wj3eMoFZG0-uv-d-LLQVFVyB-Y1gzv2z8VqWP9yecixVNg0PaGYcP4bwXziSdQMBs1JVWb2GIgW8AHIHV22LyOurfnykJOsKc4dRlrkjeD5wf3vWmFT83bUelRT2KP?key=p-iETzqgikUSlqci6lpCpo-h)

**Why this Matters: Sibling Link**

- In most MIS platforms, **sibling relationships** are created when multiple students share the **same contact**.
- By **preventing duplicate contact creation**, our process **automatically preserves or creates sibling links** within the MIS.

**Important: We do not import sibling data into the MIS. Instead, we use sibling information purely to guide the matching process.**

 

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