Fraud Blocker Learn MDP: Project Managment
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Project Management

Table of Contents

MDP Illustration of a web browser window with a user icon and a large orange plus sign, symbolizing project creation. The words PROJECT CREATION appear above the graphic, highlighting tools like entity resolution for fuzzy data matching. Match Data Pro

Video Guide

Pro Tip: Almost every field has a tool tip with an on-screen description

Accessing the Projects Page

  • Navigate to the left-hand menu
  • Click on Projects to open the project list view
Here, you’ll find:
  • 1. Show the name of each project
  • 2. Indicators for automation usage
  • 3. Number of modules used
  • 4. Number of data sources imported
  • Mouse over to see total records imported
  • 5. Created and last modified dates
  • 6. Status and Progres if using automation
  • 7. Shows if a project is shared
Note: Projects are automatically sorted so that the most recently edited ones appear at the top.
MDP A project management table with columns for Project Name, Automation, Module Count, Qty Data Source, data profiling, Created Date, Last Modified Date, Status, and Progress—displaying multiple project entries marked as DONE with 100% progress. Match Data Pro

Project Row Options

  • Each project row has three buttons:
  • Edit: Opens project for editing (not required to click – you can click anywhere on the row)
  • Run: Available only for subscriptions with automation
  • Delete: Permanently removes the project and all its data
  • ProTip: Click anywhere in the row to edit/open a project.
  • Warning: Delete is irreversible. Use with caution.
MDP A project dashboard showing project details. Red arrows point to a vertical ellipsis menu and its dropdown options, such as Run Project or Delete Project, for managing tasks like data profiling, entity resolution, and other project actions. Match Data Pro

Creating a New Project

  • Click on 'New Project' on the project list page
  • Enter a meaningful project name – something easy to find later
  • Add modules:
  • Use tooltips next to each module name to understand its function
  • You can add, remove, and reorder modules
  • Reordering modules is only available with automation enabled
  • Tip: Only the Import module is initially configurable. You must import data before accessing other modules.
MDP Screenshot of a project management interface showing project configuration fields and workflow modules. Red arrows highlight the project name, module selection dropdown, configure buttons, and features like data profiling for enhanced setup. Match Data Pro

Advanced Configuration Options

Click the Configuration option to access the advanced options

Project Sharing

If your subscription/license includes multiuser capabilities, then you can use this feature.

  • 1. Select a team
  • 2. Choose an entire team or individuals
  • 3. Pick a permission level
  • Read Only
  • Read/Write
  • Read/Write/Delete
  • 4. Click Add to finish the Configuration
  • Don't forget to click Update
Project Advanced Sharing

Automation

If your subscription/license includes automation, then you can use this feature.

  • 1. Recurring Schedules
  • Set the project to run daily, weekly, or monthly
  • 2. API Trigger
  • Start by clicking the Reset Button
  • Add the IP address of the server that will call the API
  • 3. Webhook Callback
  • Enter a Webhook URL to receive a notification once the job completes
  • Includes success or failure status
  • 4. Email Confirmations
  • Enable this to receive an email log when the job is complete
  • Works with Run button, API call, and scheduled jobs

Lifecycle

This feature has not been implemented yet.  The purpose of this feature is to automatically delete non-used “stale” data.

  • Data Lifecycle Settings
  • By default, unaccessed data is auto-deleted after a set period
  • Option to define a custom database to store data indefinitely

Summary

  • You now know how to:
  • Access and manage your projects
  • Add modules to your projects
  • Automate execution using schedules or API
  • Receive Notifications and Alerta
Fuzzy Data Matching Project

FAQs

Yes. Just Open/Edit a project and define a new name and click the update button.

Yes, you can select one or more checkmarks to the left of the projects name and then delete multiple projects as needed.  By default we enable Deletion Protection.  If you want to disable this, you can do so in your Profile.

Yes. Deleting a project permanently removes its configuration, profiles, and references to uploaded data. This action is irreversible, so proceed with caution.

Yes. From the dashboard, you can click any of the rows in  a widget (e.g., Cleansing, Matching) to launch that process directly, skipping the step of opening the full project. It’s a fast way to continue work on active tasks.

The “Last Modifed” timestamp updates whenever you access a project by clicking on it, including through dashboard widgets or process-specific links.

Start Your First Project

To begin, click the New Project button from the dashboard.

Let's Start
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