Your client lives in five places: Redtail has them, PreciseFP has them under a slightly different name, Holistiplan keeps the tax docs, Nitrogen scores the portfolio, and a CSV from the broker-dealer drops in monthly. When Pulse syncs everything, mismatched names and missing emails turn into duplicate contacts and orphaned records. Contact Mapping reconciles all of it in one place — auto-matches what it can, flags what's uncertain, and lets you fix the rest with a click.

Go to Settings → Integrations. The new Contact Mapping card sits at the top — click Open Contact Mapping to launch the full-width review page.

The provider strip across the top shows every connected integration with its live counts — how many contacts are mapped and how many need review. Click a provider to switch focus; the table below updates to show that integration's mapping status for every Pulse contact.

For mapped contacts, you'll see the matched name in the provider, the external ID, an arrow icon to Open in Redtail (or Wealthbox, Holistiplan, PreciseFP, Nitrogen, Hubly — whichever is selected), and the last sync timestamp.

The status filters above the table let you zero in on what needs attention: All, Mapped, Needs review, Unmapped, and Errors. Click Unmapped to see every Pulse contact that has no match in the selected integration.

Click Find match on any unmapped row. A dialog opens with two ways to map: paste the External ID directly if you already have it, or use Provider search to look up the contact by name.

Type a name, click Search, and Pulse queries the provider live. Pick the right candidate from the results and click Use, then Save mapping to commit it.

Filter by Needs review to see contacts where Pulse found a likely match but isn't confident enough to commit on its own — for example, when the name is similar but the email differs, or vice versa. Each row shows the candidate, its external ID, a confidence label (medium, low), and a Use button to accept it. If the suggestion is wrong, click Search… to look for a better one.

Got a list of clients from a custodian, a marketing tool, or a broker-dealer export? Click the CSV upload tab in the provider strip. You'll see every CSV you've already imported — filename, who uploaded it, when, how many rows matched, and which integrations it covered.

Click any saved upload to drop into the row-by-row view. Each row shows the CSV contact, its matched Pulse contact (if any), and a preview of the extra columns from the file. Rows are split into Matched, Unmatched, and Needs review so you can work through them quickly. Click Change on a matched row to fix a wrong match, or Find Pulse match on an unmatched row to assign one. If the CSV has columns Pulse should remember, hit Create SmartFields to turn them into structured fields on the matched contacts.

For the heavy lifting, use Run auto-match in the top right. Click the chevron next to it to choose the scope: Re-match this integration works on just the provider you're viewing; Re-match all connected integrations runs across every connected CRM and data tool at once.

Auto-match runs in the background — close the page, take a meeting, do whatever. Pulse will email you when each run finishes with a summary of what got matched and what still needs your eyes.