The steps below apply when you want to match new clients, resync existing ones or verify data consistency between products.
Perform client matching
1. Open the Integration Server
Visit the Integration Server webpage and log in as a System Administrator
2. Check enabled products
On the Product setup page, ensure the correct two products are enabled
Click the settings cog next to each product to confirm they are active and authorised
3. Open the Data Mapping area
Navigate to Data mapping
Click the Client matching tab
4. Select the products
Choose the first product from Provider A
Choose the second product from Provider B
5. Select your practice
Choose your practice from the Practice drop‑down menu
6. Match or resync clients
To match clients that have not yet synchronised, click Match clients
To resync existing clients with corrected or updated information:
Tick Resync clients in existing mappings
Click Match clients
7. Confirm the correct information
Determine which product has the correct version of each client record
Select the checkboxes in the relevant columns to confirm the correct data
Additional guidance
If you need instructions on identifying and fixing broken links in the Integration Server, please refer to the related articles. For further assistance, raise a new support case and reference this article.