You land on the Matching Dashboard when you select the “3. Matching” tab on the Integrations Dashboard.
Options for potential matching:
Auto Match
Manual Match
View Matched Objects
As mentioned in the above Mapping section, the hierarchy of objects is still applicable for matching: Chapter → Member → Officer
Chapter mapping and matching is required before completing Member data synchronization, mapping, and matching.
Member data synchronization mapping and matching is required before completing Officer mapping
View data in the Statistics column to see records matched and those not matched for each object in the Source and Destination systems based on the set “rules”. You can also see the last time the data was loaded for each.
Select the refresh icon on the top right of each box to refresh the statistics for that object.