Matching your customers in Satago allows you to monitor their credit ratings and unlock their credit profiles. This guide explains how the matching process works and what to do if some customers are not automatically matched.
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How customer matching works
After you have matched your own company,
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Satago will automatically attempt to match your customers to our
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company database using the information from your accounting package. If the customer name in your records matches the legal entity name,
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For any customers that the system was unable to match, you just need to click on the 'Unmatched Customers' section of the task board.
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the match will happen automatically.
However, sometimes the system may not be able to match a customer—this can happen if the names do not align exactly or if the customer is a sole trader or based outside the UK.
How to match unmatched customers
Go to the Unmatched Customers section on your dashboard.
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Find the customer you want to match. Use the dropdown on the right-hand side of the unmatched
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company’s name.
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Search for the correct company using either the company name
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or
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registration number.
Once you
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find the correct company, select it
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. The system will automatically update the
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match and unlock the
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customer’s credit profile.
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What if I can’t match a customer?
If you cannot find a match for a customer (for example, if they are a sole trader or located outside the UK), you can use the
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Individual or
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Unmatchable option. This will remove them from the
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Unmatched Customers
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section of your
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Dashboard.
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Need more help?
If you have further questions or need assistance, please contact our customer success team via the Satago Help Centre.