How it works · Step 2 of 3
One customer. Every system. One identity.
The same client is named four different ways across your PSA, RMM, M365 and security tools. Our smart-match engine proposes the links; you confirm them; from then on a customer is a customer everywhere.
This is the step every built-in reporting tool skips — and it’s the reason their reports never tell a whole story. A ticket count from the PSA and a patch-compliance figure from the RMM only mean something together if the platform knows they belong to the same customer.
Smart-match does that reconciliation for you. It’s deliberately conservative: it would rather ask you about a borderline pair than guess wrong and put one client’s numbers in another client’s report.
What smart-match looks at
Several signals, weighted — not a single brittle name comparison.
Company name
Exact and fuzzy matches — "Acme Pty Ltd" in the PSA, "Acme" in the RMM, "ACME Group" in M365.
Primary domain
Email and tenant domains line up the same organisation across cloud and on-prem tools.
Microsoft 365 tenant ID
The strongest signal there is — one GUID, one customer, no ambiguity.
Site & address data
Where vendors expose it, location is used to break ties between similarly named orgs.
You stay in control
- 1
We propose, you decide
Smart-match builds a ranked list of candidate pairs with a confidence score and the signals behind it. Nothing is merged until you confirm it.
- 2
Resolve the edge cases
Split a holding company into its trading entities, merge a duplicate, or hold an ambiguous match in a review queue until you have an answer.
- 3
Mappings stick
New companies that appear in any connected tool land in the review queue automatically — you confirm once, and every future report knows about them.
Mapped customers are also the boundary for white-labelling and access: a customer can be given a branded portal of their own, and your team’s permissions can be scoped down to the customers they actually manage.
Customers mapped. Time to send something.
See smart-match run against a sample of your own tenants — book a 30-minute demo.