As part of the data load process Creditsafe match your accounts data &amp; enrich it with business intelligence from our universe, it is possible for you to manually match un-matched records, or to remove an automated (or manual) match.

Ledger Insights Matching 

Ledger Insights Matching   As part of the data load process Creditsafe match your accounts data &amp; enrich it with business intelligence from our universe, it is possible for you to manually match un-matched records, or to remove an automated (or manual) match. 

Please note: The currency shown in this tutorial may not match your locally configured currency settings.

Match data from the Matching Tab

Click on Matching

The Match Type table summarises the success of the automated matching process across 4 different match categories.

Match Type

Match Type  The Match Type table summarises the success of the automated matching process across 4 different match categories. 

Click on Unmatched

Search for the record you want to match. You can see your internal Customer ID (from your accounts package) in the left-most column.

Locate the record

Locate the record  Search for the record you want to match. You can see your internal Customer ID (from your accounts package) in the left-most column. 

When you have located the record you want to link to Creditsafe's data, click the red plus (+) icon.

Open the Matching pop-up

Open the Matching pop-up  When you have located the record you want to link to Creditsafe's data, click the red plus (+) icon. 

That the unmatched company's address is within.

Select the Country

Select the Country  That the unmatched company's address is within. 

Use the search filters to locate the company in Creditsafe's database that you want to match your data to.

Search Filters

Search Filters  Use the search filters to locate the company in Creditsafe's database that you want to match your data to. 

And also any other filters you wish to use (it is often best to start with a broad search and generate multiple results first). Click Search.

Enter the name of the company

Enter the name of the company  And also any other filters you wish to use (it is often best to start with a broad search and generate multiple results first). Click Search . 

Review the results returned by your search, if you can't see the company that you need, re-run your search using different parameters.

Review results

Review results  Review the results returned by your search, if you can't see the company that you need, re-run your search using different parameters. 

Click the + Match prompt next to the record that most closely resembles your unmatched/ original record.

Link the records

Link the records  Click the + Match prompt next to the record that most closely resembles your unmatched/ original record. 

The Customers List page will refresh and you will see a message advising that ledger calculations are taking place, this means that the match was successful. The record will be available via the Search Tab in roughly 6 minutes time.

Success!

Success!  The Customers List page will refresh and you will see a message advising that ledger calculations are taking place, this means that the match was successful. The record will be available via the Search Tab in roughly 6 minutes time. 

If you want to check that the match took place, or review it, click on the Manual Match category in the Matching tab.

Confirm the match..

Confirm the match..  If you want to check that the match took place, or review it, click on the Manual Match category in the Matching tab. 

The newly matched record will appear in the Results table, here we can see the Customer ID from your accounts package linked to Creditsafe's data.

Review Results

Review Results  The newly matched record will appear in the Results table, here we can see the Customer ID from your accounts package linked to Creditsafe's data. 

To match other records...

Just Repeat the Process

Matching can also be carried out directly from a Summary Report.

Matching from a Summary Report

Matching from a Summary Report  Matching can also be carried out directly from a Summary Report. 

Click Customers

Search for the company you need to match

By clicking the company name.

Open the Summary Report

Open the Summary Report  By clicking the company name . 

We can see that this account has not been matched, there is no Creditsafe matched company information visible below the record from your accounts system, it also has not been enriched with any Creditsafe data, you can tell this because the tiles at the top of the page are grey.

Summary Report

Summary Report  We can see that this account has not been matched, there is no Creditsafe matched company information visible below the record from your accounts system, it also has not been enriched with any Creditsafe data, you can tell this because the tiles at the top of the page are grey. 

Click Manual Matching to link your Account ID to Creditsafe's data.

Manual Match Button

Manual Match Button  Click Manual Matching to link your Account ID to Creditsafe's data. 

Restrict the records returned when you search by focussing on a single country. Click the flag that is most appropriate.

Country Selection

Country Selection  Restrict the records returned when you search by focussing on a single country. Click the flag that is most appropriate. 

To locate the company in Creditsafe's database that you want to match your data to.

Use the Search Filters

Use the Search Filters  To locate the company in Creditsafe's database that you want to match your data to. 

Click on Search

Review Results  Review the results returned by your search, if you can't see the company that you need, re-run your search using different parameters. 

Click the + Match prompt next to the record that most closely resembles your original record.

Link the records  Click the + Match prompt next to the record that most closely resembles your original record. 

You have linked your record to Creditsafe's, however it can take up to 6 minutes for the process to complete.

Updating..

Updating..  You have linked your record to Creditsafe's, however it can take up to 6 minutes for the process to complete. 

Click on Manual Match.

To check...

You can see that your Customer ID has been linked to Creditsafe's data.

Success!  You can see that your Customer ID has been linked to Creditsafe's data. 

Sometimes you may need to remove automatically or manually matched records.

Removing a match

Removing a match  Sometimes you may need to remove automatically or manually matched records. 

Search for the company

Click Remove Creditsafe Match.

To delink the records

To delink the records  Click Remove Creditsafe Match. 

The page will refresh and you will see a notification advising that new ledger calculations are taking place. This can take up to 6 minutes.

Success!  The page will refresh and you will see a notification advising that new ledger calculations are taking place. This can take up to 6 minutes. 

You now know how to: 1. Match data using the Matching Tab. 2. Match data using the Summary Report. 3. Un-match data using the Summary Report. Please do contact us should you have any feedback or questions.

Overview Completed!

Overview Completed!  You now know how to: 1. Match data using the Matching Tab. 2. Match data using the Summary Report. 3. Un-match data using the Summary Report. Please do contact us should you have any feedback or questions. 