Zudello automatically matches document imported to the respective Customer or Supplier in your ERP system.
After a document is imported into your Team, Zudello will extract the document and identify a contact (supplier or customer) to match to. In the event Zudello does not identify a contact, the document will go to User Review and you will need to select the correct contact for the transaction.
How does Zudello identify the contact?
After a document is imported into platform, Zudello will scan the document and extract the text from the file. Based on the text identified, Zudello matches the contact record from your ERP system and the text extracted from the document to select the appropriate contact for the document.
For example, you import a document from your contact OfficeWorks. After Scanning, Zudello extracts the word "OfficeWorks" from the document and automatically matches the document to your OfficeWorks contact since Zudello found a match in name. Zudello also looks to find matches in ABN numbers and email addresses to identify the contact.
How to match a contact to the document
If Zudello cannot find a matching contact it will be flagged for User Review and the contact section highlighted.
Open the document that requires a Contact to be matched
In the Match with this supplier field, type the name of the contact you wish to match the document to.
Select the Contact.
The document will now be matched to a contact so that the document processes correctly to your ERP, accounts or inventory system.
Based on the manual match, Zudello will learn the contact match for the next time it receives a document from the supplier.
How to handle a new contact's documents
Zudello automatically fetches your suppliers and customers from your ERP system to match to incoming transactions. In the event you cannot find the corresponding contact when matching the document to a contact, this likely means that the contact has not been created in your ERP, accounting or inventory system.
In order to maintain your financial system as your source of truth, create the new contact in your financial system.
Zudello will then fetch the contact the next time your contact fetch workflow runs.
Search for the new contact in the Match with this Supplier field and select it to apply it to the document and teach Zudello the new match.
Tip! While Zudello fetches the new contact we recommend skipping this document and continuing to work through others in the User Review status.