Matchbook Services Platform

• Portal Introduction

  • Service Level Agreement (SLA)
  • Forgot Password
  • Reset Password Steps
  • Matchbook Services Onboarding and Overview
  • Frequently Asked Questions (FAQs)
  • Matchbook Implementation Checklist

• Dashboard

  • Dashboard Components: Details

• Import Data

  • Import Data (OLD)

• Data Stewardship

  • Data Stewardship Process: Introduction
  • Review Match Candidates
  • Match Data
  • Clean Data

• Prospecting

  • Search Data and Build A List

• Export Data

  • Export Data

• Settings

  • Settings: Overview

  • Portal

    • Portal Settings
    • Integration Gateway
    • API Details
    • Encryption File

  • D&B

    • Settings: DnB

• Reports

  • Base and Investigation Reports

Overview

• Articles coming soon

Data Integration

• Data Integration

Frequently Asked Questions

• Frequently Asked Questions

Automate Data Imports from External Source

• Import Data from File
• Import Data Using Rest APIs
• Import Data from External Source

• Import Data using Rest APIs

  • Articles coming soon

• Import Data from External Source

  • Import Data Using Rest APIs
  • Import Data from External Source

Data Mapping

• Map Data
• Additional Fields
• Alternate Addresses
• Reference Fields
• Ordinal Mapping

• Additional Fields

  • Additional Fields

• Alternate Addresses

  • Alternate Addresses

• Map Data

  • Map Data

• Ordinal Mapping

  • Ordinal Mapping

• Reference Fields

  • Reference Fields

File Template

• Delete a Template
• Add Template
• Edit Template

• Add Template

  • Add Template

• Delete a Template

  • Delete a Template

• Edit Template

  • Edit Template

Manually Upload Data

• Import Data from File
• Import Data from Single Record

• Import Data from File

  • Import Data from File

• Import Data from Single Record

  • Import Data from Single Record

Status of an Import

• Status of an Import

Tags

• Tags