This article provides detailed instructions about how to review matches from InsideView Data Integrity.
Note: When you accept an update from the InsideView Data Integrity dashboard, the data is synced into your Salesforce CRM and you will no longer see that update on the dashboard. If you reject an update checkbox also be removed from the dashboard.
|1||Open Review Matches page||Log in to InsideView Data Integrity instance and click on Review Matches link to open the Review Matches page.
The Review Matches page appears.
|2||Search for an update||On the Review Matches, use the Search field to filter the updates.
|3||Accept updates||To approve updates individually, select the check box on the left to the corresponding update(s) and click Accept.
|5||Reject updates||To reject updates being pushed into your CRM, click the check box to the left of the corresponding update(s) and click Reject.
When you click Reject, the update(s) are removed and you will no longer able to push data in your CRM unless you match those accounts again in the dashboard.