My customer was matched incorrectly, how do I unmatch them?
If a customer in your Satago account has been matched to the wrong company, you can easily correct this by unmatching and re-matching them to the correct entity. This guide explains how to do it.
How to un-match and re-match a customer
Go to the customer’s profile in Satago.
Select the Options tab.
To remove the current matched company, click the ‘X’ on the right-hand side.
In the search bar, type the correct company name or registration number.
Select the correct company from the list to complete the match.
Once you have re-matched the customer, Satago will update and display the correct credit information for that company.
Need more help?
If you have further questions or need assistance, please contact our customer success team via the Satago Help Centre.