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The following article describes a solution for matching orders created in Arlo with existing "accounts" (organisations) in your accounting system. This is to prevent duplicate records for the same account being created when orders are imported from Arlo into your accounting system.
- Import accounts (name and account number only) into Arlo from your accounting system on a periodic basis.
- When a person registers for an event and enters their organisation name for the order "Payer", suggestions will be displayed as they type. They can then select one of these suggestions. Suggestions are based on records that already exist in your database, i.e. the accounts which you imported from your accounting system. When a person selects one of the suggestions, Arlo will match the new order with the existing record.
- When orders are exported, the spreadsheet (CSV) will include the order details with the account name and account number as stored in your accounting system.