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Match companies created by ERP with source data

  1. Go to the company card created from the ERP sync, and click on the arrows,
    "Match with source data." image

  2. Select the company you want to match with. image

  3. It will likely say, "The company already has a match – remove and try again." image

  4. What you need to do now is to go to the matched company card – not the one created by ERP, but the one in Lime Go linked to Dun & Bradstreet. image

  5. Click on the arrows on this card (Match with source data). You will then see that it is already linked to the source data. Click on "Remove link."

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  1. Go back to the card created by ERP and repeat steps 1 and 2. Match with source data. It will now go through since the link has been removed from the other card (it is not possible to have more than one card matched with source data). image

Now you have matched the card with the source data and retained the ERP connection, so that invoices, etc., are tied to this company card.