How to match a record to a Portfolio in Data Studio

How to Match a Record

Click on your Portfolio

If the database can find a possible match it will suggest a match for you to review.

On the left is the input data that you added to the system.

The suggested company data is at the top. You can review this and decide if you'd like to match this to your record.

If you would like to match this record, click on Accept.

The Record is now no longer in the Unmatched Records list.

The Record is now in the Matched list of companies. To see the input data, click on the 'Show All Data' box