All articles in this category originate from the MBS Portal Guide document
Encryption Format Today’s market has several tools that allow users to encrypt files using the PGP format. How to get the Public Encryption Key Users can get the Public Encryption Key by navigating to the Settings > Portal > Common > Encryption Key and by clicking on the ‘MBS Public Key’. Users can also download…
Settings Overview Prior to loading any records/data into the Matchbook Portal for processing, there are a few configuration settings that need to be set by the organization’s Admin. These configurations dictate how the data will be processed and should be related directly to the business rules/needs. Upon completion of the configuration steps, users will be…
The Matchbook platform has within it a robust feature set and capability that provides API services for seamless integration and exchange of data between client source systems and the Matchbook platform. These services are offered through the Cloud (Portal) and API Services platform and developed using RESTful methodologies. This provides batch or real-time integrations that…
How long does it take to provision a customer portal? A new customer portal is typically provisioned within 1 business day once we receive all the relevant information from the sales teams and client. Information we require for provisioning the portal include basic customer detail, licensed features and editions. How long does a typical implementation…
Settings Overview Prior to loading any records/data into the Matchbook Portal for processing, there are a few configuration settings that need to be set by the organization’s Admin. These configurations dictate how the data will be processed and should be related directly to the business rules/needs. Upon completion of the configuration steps, users will be…
Overview This article describes the Matchbook AI Integration Gateway and its features. The Integration Gateway allows users to interact with their Matchbook Portal through their command line. In utilizing this tool, users are provided greater ability to automate and scale their Matchbook operations. Command Line Import and Export Settings To begin using Matchbook Integration…
Overview Matchbook Services is a SaaS solution that acts as a comprehensive business rule layer sitting between your organization and the entire Dun & Bradstreet (D&B) data repository. Matchbook Services provides you with accurate and complete control over your D&B data matching, enrichment, and monitoring processes. NOTE: The Matchbook Portal should only be used with…
Purpose & Obsolescence Policy This Service Level Agreement (SLA) issued by Matchbook Services, Inc., dba Matchbook AI, (Matchbook) to Customer defines service procedure about using Matchbook services. The terms defined to support Matchbook contained within this SLA withstand any previous support terms agreed upon between Customer and Matchbook. This document defines the responsibilities of the…
Users can change their password any time from the Main Dashboard page. Click the icon left of your username (on the Main Dashboard) to open the Active Users tile. Click Edit Profile. Click on Reset Password. Enter your new password and click Reset Password. You will be redirected to the main login page, where you…
These steps can be used for users who either forgot their passwords or never received the welcome email. Provide your email address associated with Matchbook AI. Click on Next. Click on Forgot password?. Click on Reset Password. You will receive a Forgot Password Confirmation message. Go to your email and click the link (“Click here”).…
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For a limited time Matchbook essentials is free, so signup today!
For a limited time Matchbook essentials is free, so signup today!