To learn how to Match a Record, please click on this interactive demonstration. You can also follow the below steps to match records. 

Matching Records from Portfolio Records tab

1. Click on your Portfolio in Data Studio 
2. You will be taken straight to your records list. From here, click on the Unmatched Records tab 
3. You will be shown a list of your unmatched records. If there is a suggested match, this will be highlighted on the record. Click on the Suggested Match 
4. To accept the match, click on the grey Accept button on the right of the screen 
5. The record will now be matched 

Matching Records from Portfolio Health Tab 

1. Click on your Portfolio 
2. In the Portfolio, click on the Portfolio Health tab 
3. To review match suggestions in bulk, click on the Review Suggestions button in the Suggested Match Records box
4. You can multi-select matches, or accept matches individually from the list by clicking the green Accept Match on the relevant record 
5. If you have multi-selected matches, click the green Accept Selected button at the top of the match list 
6. Your accepted match will process and then be accepted 
7. Click on Back to Portfolio Summary to go back to the Portfolio Health page 
8. To accept all suggested matches without reviewing, click on the Accept All Suggested Matches button in the Suggested Match Records area
9. Click Confirm to confirm all suggested matches