{"id":"profiles.automatic-merging","app":"profiles","title":"Daily and real-time automatic merging","summary":"Configure background matching independently of manual review.","url":"https://www.simultem-apps.com/wiki/profiles#automatic-merging","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.automatic-merging","resourceUri":"wiki://profiles/automatic-merging","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["schedule","UTC","delay","fallback","automation","night"],"sections":[{"title":"Enable and configure","steps":["Open the automatic merging controls or Automation tab. Review daily merging and real-time merging independently.","For daily merging, inspect the saved execution time and its displayed time zone. Legacy schedule controls use UTC.","For real-time merging, review the delay in minutes so recent profile changes have time to settle.","Inspect each matching Way. The default fallback tries email + last seven phone digits + last name, then phone digits + first name + last name, then email + first name + last name.","Each configured Way requires at least three data points and must include email or normalized phone. Save only after reviewing sample matches."],"notes":[]},{"title":"Pause, change and verify","steps":["Turn off the relevant automatic switch to pause that process.","Edit the matching rules or schedule and confirm the saved state.","Use operation results and logs to verify a subsequent run. Remove a legacy schedule with its remove control when appropriate."],"notes":["Do not infer that background merging is enabled from Intro or Full Mode alone."]}],"text":"# Profiles: Daily and real-time automatic merging\n\nConfigure background matching independently of manual review.\n\n## Enable and configure\n\n1. Open the automatic merging controls or Automation tab. Review daily merging and real-time merging independently.\n\n2. For daily merging, inspect the saved execution time and its displayed time zone. Legacy schedule controls use UTC.\n\n3. For real-time merging, review the delay in minutes so recent profile changes have time to settle.\n\n4. Inspect each matching Way. The default fallback tries email + last seven phone digits + last name, then phone digits + first name + last name, then email + first name + last name.\n\n5. Each configured Way requires at least three data points and must include email or normalized phone. Save only after reviewing sample matches.\n\n## Pause, change and verify\n\n1. Turn off the relevant automatic switch to pause that process.\n\n2. Edit the matching rules or schedule and confirm the saved state.\n\n3. Use operation results and logs to verify a subsequent run. Remove a legacy schedule with its remove control when appropriate.\n\nNote: Do not infer that background merging is enabled from Intro or Full Mode alone.","related":[{"id":"profiles.grouping","app":"profiles","title":"Search and group potential duplicates","summary":"Set matching criteria and inspect the actual profiles in each proposed group.","url":"https://www.simultem-apps.com/wiki/profiles#grouping","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.grouping","resourceUri":"wiki://profiles/grouping","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"profiles.property-boundaries","app":"profiles","title":"Property access and note separation","summary":"Choose the documented property mode and understand restrictions in property context.","url":"https://www.simultem-apps.com/wiki/profiles#property-boundaries","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.property-boundaries","resourceUri":"wiki://profiles/property-boundaries","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}