Roster Tools

6 source records couldn't be linked automatically. Compare each field, choose the matching agent, then link, reject or split.

BackAtYou record · John Garcia 2 possible matches

Two active agents share this name. The Tulsa office on the BackAtYou profile points to the South Tulsa agent, but the personal email matches neither. Confirm with the office before linking.

Field	Source record BackAtYou · 7a79107ed11a	Possible match	Possible match
name	John Garcia	John Garcia Exact match	John Garcia Exact match
email	jgarcia@mail.example	john.garcia@demo-cbselect.example Different	john.garcia2@demo-cbselect.example Different
phone	(918) 555-0147	(620) 555-0166 Not compared	(620) 555-0168 Not compared
office	South Tulsa	South Tulsa Partial match	Plaza East (Wichita) Different

Source record · BackAtYou

name: John Garcia
email: jgarcia@mail.example
phone: (918) 555-0147
office: South Tulsa

name: John Garcia
Exact match
email: john.garcia@demo-cbselect.example
Different
phone: (620) 555-0166
Not compared
office: South Tulsa
Partial match

name: John Garcia
Exact match
email: john.garcia2@demo-cbselect.example
Different
phone: (620) 555-0168
Not compared
office: Plaza East (Wichita)
Different

Zoom record · John G. 1 possible match

Attended Plaza East meetings only, so this is likely the Wichita agent. Link and add the personal email as an alias.

Field	Source record Zoom · john.garcia2	Possible match
name	John G.	John Garcia Partial match
email	jgarcia.wichita@mail.example	john.garcia2@demo-cbselect.example Different
phone	Not available	(620) 555-0168 Not available
office	Not available	Plaza East Not available
meeting host	Plaza East Sales Meeting	Plaza East Exact match

Source record · Zoom

name: John G.
email: jgarcia.wichita@mail.example
phone: Not available
office: Not available
meeting host: Plaza East Sales Meeting

name: John Garcia
Partial match
email: john.garcia2@demo-cbselect.example
Different
phone: (620) 555-0168
Not available
office: Plaza East
Not available
meeting host: Plaza East
Exact match

BackAtYou record · Tom Patel 1 possible match

Nickname variant; phone and office match exactly. Safe to link.

Field	Source record BackAtYou · d5412441762b	Possible match
name	Tom Patel	Thomas Patel Partial match
email	tom.patel@mail.example	thomas.patel@demo-cbselect.example Not compared
phone	(918) 555-0138	(918) 555-0138 Exact match
office	South Tulsa	South Tulsa Exact match

Source record · BackAtYou

name: Tom Patel
email: tom.patel@mail.example
phone: (918) 555-0138
office: South Tulsa

name: Thomas Patel
Partial match
email: thomas.patel@demo-cbselect.example
Not compared
phone: (918) 555-0138
Exact match
office: South Tulsa
Exact match

BackAtYou record · Liz Griffin 1 possible match

Nickname variant; phone and office match exactly. Safe to link.

Field	Source record BackAtYou · 9906f608e1e2	Possible match
name	Liz Griffin	Elizabeth Griffin Partial match
email	liz.griffin@mail.example	elizabeth.griffin@demo-cbselect.example Not compared
phone	(620) 555-0125	(620) 555-0125 Exact match
office	Plaza East	Plaza East Exact match

Source record · BackAtYou

name: Liz Griffin
email: liz.griffin@mail.example
phone: (620) 555-0125
office: Plaza East

name: Elizabeth Griffin
Partial match
email: elizabeth.griffin@demo-cbselect.example
Not compared
phone: (620) 555-0125
Exact match
office: Plaza East
Exact match

Testimonial Tree record · Hunter Sexton 1 possible match

Two Testimonial Tree accounts (individual and team) map to this agent. Link both under one record.

Field	Source record Testimonial Tree · cbselect_54-	Possible match
name	Hunter Sexton	Hunter Sexton Partial match
email	hunter.sexton@teamtree.example	hunter.sexton@demo-cbselect.example Different
phone	(918) 555-0166	(918) 555-0166 Exact match
office	South Tulsa	South Tulsa Not compared

Source record · Testimonial Tree

name: Hunter Sexton
email: hunter.sexton@teamtree.example
phone: (918) 555-0166
office: South Tulsa

name: Hunter Sexton
Partial match
email: hunter.sexton@demo-cbselect.example
Different
phone: (918) 555-0166
Exact match
office: South Tulsa
Not compared

From Your Friends record · Logan Durham-Reyes 1 possible match

Postcard account uses the maiden name. Office and sphere size match.

Field	Source record From Your Friends · fyf_840865	Possible match
name	Logan Durham-Reyes	Logan Durham Partial match
email	logan.durham@teamtree.example	logan.durham@demo-cbselect.example Different
phone	(580) 555-0155	(580) 555-0155 Exact match
office	South Tulsa	South Tulsa Not compared

Source record · From Your Friends

name: Logan Durham-Reyes
email: logan.durham@teamtree.example
phone: (580) 555-0155
office: South Tulsa

name: Logan Durham
Partial match
email: logan.durham@demo-cbselect.example
Different
phone: (580) 555-0155
Exact match
office: South Tulsa
Not compared