The scheduled task for the data integration process, as described in Work Order Settings & Data Integration | Settings for Data Integration, also performs data matching for new and existing records in ComplyFlow.
The Work Order integration considers:
changes from third parties (including status updates), e.g., work orders marked as completed in an external system
new work orders not in Pending or any draft status
mapping to ComplyFlow’s existing suppliers and sites
What will be used to match data
When importing data from a third party into ComplyFlow, the integration process will match a Work Order against:
Supplier's ABN
Site Code / Building ID in the third-party system
The integration will translate and align these fields with naming conventions in ComplyFlow.
If ABN is not available we can also provide an export of Supplier IDs to be mapped in the Work Order system.
Data Matching Result
After configuring both the Site Code and Supplier ABN in ComplyFlow, the integration will automatically link Work Orders from the third party to the matching Suppliers or Sites based on ABNs and/or Codes.
Consequently, when you go to the Work Orders List view, you’ll see that the fetched Work Orders are already linked to the configured Suppliers and Sites in the ComplyFlow system:
Linked Work Orders
New Work Orders that do not have matching ABNs and Codes in the ComplyFlow system will be marked as Unlinked Work Orders. These will need to be manually linked to a Supplier. Refer to Linking Supplier to Unlinked Work Orders