Link Records

You can link suppliers with the DataFox companies that you want, instead of DataFox matching them for you. You can use this feature if you have new suppliers that you want to link instead of running a matching project on all the suppliers.

To link suppliers, you need to prepare a CSV file with these columns:

Column in Excel	Column Name	Description
A	DataFoxCompanyId	The DataFox company ID that you want to link to the supplier. You can get these IDs from previous matching project reports or from the DataFox app.
B	IntCompanyId	The supplier number that you want to link to the DataFox company.

Here's how you can manually link suppliers with companies:

1. In the DataFox app, click your user name, and then click Settings.
2. Click Matching & Linking.
3. On the All Projects page, click Link.
4. From the list, select Link Records.
5. Enter details in the Select Records to Link dialog box.

   • In the Name field, enter a name for the link project

   • In the Linked Rows File field, drag and drop the CSV file with the IDs.
6. Click Link.

The link project starts and you can see the status on the details page. You can view the details of the project at any time by clicking the project on the All Projects page. After the link project is complete, you can see the status Completed Successfully or Completed with errors. If the project is completed with errors, you can review the error report and take an appropriate action based on the errors.