Configure integration - Auto-match tab

Note: The fields you select on the Auto-match tab apply to the Blackbaud Internet Solutions (BBIS) Profile Update Transaction Batch, Blackbaud Internet Solutions (BBIS) Event Registration Transaction Batch, and Membership Dues batch types. The Constituent Update Batch and Enhanced Revenue Batch types use your organization's constituent update rules to identify possible matches. For information about constituent update rules, refer to Configure Constituent Update Rules.

1. On the Web Transactions page, under Tasks, select Configure integration. The Configure integration screen appears.

2. To configure how the integration automatically matches downloaded website users to constituents, select the Auto-match tab.

3. In the box, select the checkboxes for the constituent information to use to automatically match downloaded users to constituents in your database.

4. Specify how to automatically match downloaded users to constituents.

   • To match a website user to a constituent when data matches your selected constituent fields, select Exact match only. For example, when a website user enters the first name "Matt" on your web page, Blackbaud CRM automatically matches the user to constituents with the first name "Matt" and "Matthew" because both of these names include the exact text the website user entered.

   • To include inactive constituents when the program automatically matches users, select Include inactive.

   • To include deceased constituents when the program automatically matches users, select Include deceased.

5. Select Save. You return to the Web Transactions page.