Matching Accounts Screen

Overview of the Matching Accounts Screen

• The Match Account screen contains all the uploaded records that were not yet imported into your Admire database, we call this the Waiting Room.

• In order to Import this data into your Admire database you will need to either match it to a preexisting account or create a new account.

• The information that was already imported will not display on this screen.  On a recently uploaded Feed you can view that data by clicking on that feed in the Import Feed screen.  They are listed under the title Imported.

Accessing the Matching Accounts Screen

• When on the Import Feed screen click either:

  • Clicking Review will take to the Matching Accounts Screen.

  • Clicking on the words: Matches, New Accounts, Suggestions will open the Matching Accounts screen directly to that section.

• When you expand a feed on the Import Feed Screen.  

  • Then select from the top right corner of the expanded screen.

Using the Matching Accounts Screen

• All information on accounts listed here were not yet imported into your Admire database.  

• Here is where you will review to decide how the information will be handled and imported on a case by case basis.

  

• Use the two dropdowns located under the words Match Accounts to narrow down what you see on the screen.

  • You can choose by the Types dropdown if you wish to view All Feeds, only Account Feeds or only Donation Feeds.

  • Additionally you by the Imports dropdown you can narrow it down to only view a specific feed.

• There are three sections of accounts listed:

  • Matched - These are accounts from the feed that have a match almost exactly to an account in your current Admire database.

  • No Matched - These accounts from your feed do not have any good enough match to any account in your current database.

  • Suggested - These accounts from your feed have possible matches to accounts in your database.

The Review Process

• Expand each section, one at a time to review and process.

• The top of the section (Boxed in red) displays the Import Feed Data while the bottom (Boxed in Orange) displays the data from your database.

• As you go through each account, the next one will automatically appear for easy navigation.

• Intuitive Admire!

  Glance over the data and read what Admire is telling you as the system is intuitive will change based on the circumstances.

  If data changes since doing this import or if field data is incorrect the system will issue you warnings.

• The basic option to choose from are:

  • Use the suggested match and import the data now.

  • Create a New Account and import the donation information onto it (if there is).

  • Skip an account by simply click on the next account on the list.

    Remember!

    Skipping an account ignores it and will NOT bring this new data into your Admire database.

• Admire scans & compares the imported data to what you have in your database and will make suggestions as to what you might want to update.  

  • See this example:

• In the above example the Last Names on the accounts are different, there is no address or Her Cell either.  Admire gives you the chance to update your current data with this newly imported data.

• Choose , , or similar to add/change the imported data to your database.

• Choose to ignore.

• Here are a few more examples:

  

  

• When in the Suggested section, Admire lists for you the available account options and you choose the one you deem appropriate or you can select to Create a New Account.

  

  • The number of suggested accounts displays in yellow at the top of this section.

  • The similar matches are listed for you to choose from.

  • On the bottom is the option to Create a New Account if you do not want to use any of the suggestions.

Admire Tip!

Clicking on a suggested match will open that account fully in a new tab!

How the Matching Works

When Admire Auto-Matches (and Auto-Updates) the imported data it follows these defaults.  It also defaults to these suggestions when you choose to Match Manually.