How to Create Matching Rules

Matching Rules Once the Publisher has verified that the data is correct they will then set the opportunity and conflict rules for the organisation.  These can be copied from any existing live workspace. Opportunity Rules The Opportunity Rules describe the distance between projects and exclusion zones for which they will be considered to overlap, and the […]

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How to Create Opportunity Rules

Matching Rules Once the user has verified that the data is correct the Publisher will set the opportunity and conflict rules for the organisation.  These will be copied from any existing live workspace. Matching rules are defined either as part of the data upload process (if you are using file uploads) or when configuring Live […]

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How to Upload your Data into SmarterWX

SmarterWX provides two methods for publishers to add data to SmarterWX – file upload or Live Connect synchronisation. This help article describes the file upload method. For Live Connect please read this article. We recommend viewing this video before uploading data. It will give you a good overview of the loading process. Prior to uploading […]

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