Pre-requisites

• CyberQP integrated with HaloPSA
  https://support.getquickpass.com/hc/en-us/articles/25342883841047-HaloPSA-Integration-Setup-Guide
• HaloPSA customer should be matched with CyberQP customer

How to match end-users on the CyberQP dashboard

1. Access the end-user list for the desired customer by clicking on it in the dashboard.
2. Click on 'Match Accounts' and then select 'HaloPSA' as shown below.
   
   
   
   
   
3. Review all the records on the 'Match Accounts' page. There could be multiple scenarios -
   
   
   
   
   1. Multiple matches exist - You will be able to see a star icon in front of the end-users for whom multiple matches exist on HaloPSA. Click on the text '+ More than one match click to edit' to select the desired end-user record from the modal as shown below.
      
      
      
      1. Click on 'Select' to pick that record. You should be able to see that selected record in front of that end-user record and the number on 'Save' button will show the total records that will get matched once clicked on it.
         
         
         
         
      2. Click on 'Save' to match the end-user with the selected HaloPSA end-user. The success banner appears on the screen.
         
         
         
         Note - The suggested matches work as per the logic described here. The automatic matching process differs slightly: if multiple matches are found in Halo, the first end-user record is matched to the corresponding CyberQP end-user record.
         
         
   2. No match exists - For all the end-users for whom no match exists on HaloPSA, we can take two approaches -
      1. Click on 'Match with HaloPSA end-user to open up the modal with a list of all unmatched end-users from HaloPSA for that matched customer.
         
         
         
         
         
         
      2. Choose the desired end-user record and click on 'Select'.
         
         
      3. You should be able to see that selected record in front of that end-user record and the number on 'Save' button will show the total records that will get matched once clicked on it.
         
         
         
         
      4. Click on 'Save' to match the end-user with the selected HaloPSA end-user. The success banner appears on the screen.
         
         
   3. Create in HaloPSA - If you are unable to find the required end-user on HaloPSA, you can also tick the checkbox 'Create in HaloPSA'.
      
      
      1. Once you click on the checkbox, the number on the save button gets updated to show the total records that will get matched.
         
      2. After clicking on 'Save', the selected end-user record gets created for that customer on HaloPSA. The success banner then appears on the screen.
         
         
         
         
   4. Single Match exists 
      1. If a single perfect match exists for that end-user on HaloPSA, then a star icon will appear in front of that end-user record and it will show the end-user that the record will get matched to once you click on 'Save'.
         
         
         
      2. The number on 'Save' button will show the total records that will get matched once clicked on it.
      3. After clicking on 'Save', the selected end-user record gets matched with HaloPSA end-user record for that customer. The success banner then appears on the screen.
         
         
   5. End-user already matched - All the end-user accounts that are already matched with the HaloPSA end-user will not show up on this screen. 
      
      

End-users Matching Logic

The CyberQP end-user matching process compares the email ID, phone number, and name stored in CyberQP with the corresponding details in HaloPSA.


Please note that if a matched end-user record is deleted on HaloPSA, the end-user matching gets removed from CyberQP and HaloPSA.