How do I match my customers?
Emily Miles avatar
Written by Emily Miles
Updated over a week ago

Once you have matched your company, you'll want to ensure the system helps you keep tabs on your customer's credit ratings. The system will run through your customer list to automatically match your customers to our companies’ database. However, depending on whether the name within your accounting package matches the legal entity name, there may be customers the system is unable to match.

Click on the 'Unmatched Customers' section of the task board. You will then be able to search for your customers who haven't been matched using the dropdown on the right-hand side of the unmatched company’s name. This search also supports searching using the company number. Once you've found the company, select it, and the system will automatically update the matching for you. Doing this will unlock the customer's credit profile.

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