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Account Matching

How matching works, auto-match rules, duplicates and scheduling.

6 articles, in the order they're best read

  1. 1How Account Matching WorksWhy Salesforce Accounts need linking to Xero contacts, which fields the tool compares, and how it turns them into a confidence score.
  2. 2Running the Matching ToolStep by step through a matching session — analyse, confirm the confident rows in bulk, resolve the rest, and know when you're done.
  3. 3Auto-Match and Matching SettingsConfirm confident matches in bulk, and tune what the tool compares — smart matching signals or exact rules.
  4. 4Handling DuplicatesWhat to do when the same organisation exists twice.
  5. 5Unmatching an AccountBreak a wrong link between a Salesforce Account and a Xero contact, or revert a whole auto-match run.
  6. 6Scheduling and AutomationLet matching run on a schedule so new Accounts are linked without anyone remembering, with a pause switch and one-click undo.

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