Internal Matching – Unidy Documentation

It is common to encounter offline users within various data sources. For example, you may have records of offline members, including their membership number, name, and date of birth. The internal matching feature is designed to streamline the onboarding process for these users into your Unidy instance. The standard procedure involves the following steps:

Import all offline member data into your Unidy instance. If email addresses are unavailable, generate placeholder email addresses.

Upon import, the user data will be synchronized across all connected services.

When an offline user subsequently registers, they will be able to claim the pre-imported account, thereby inheriting all associated data, such as tickets, subscriptions, and newsletter preferences.

This guide provides detailed instructions on configuring the matching functionality within the Unidy application.

Go to the Unidy Admin Section

Continue to the Super Admin section

In case you don’t have access to the Super Admin area, please contact us.

Continue to the Plugins section

Click "New plugin"

Select the option to create a new plugin.

Select "Plugins::InternalMatching"

This will create a new Matching Plugin.

Select "Enabled"

This will right away enable the Plugin. You can also choose to postpone this to a later moment.

Create the Matching Plugin

Click "Add Matching Config"

Select your primary matching criteria.

Only fields that are unique can be selected here. For further details please refer to Attribute Validation Rules. Ideal candidates are Membership numbers, which should be unique anyways.

Click "Create Internal matching config"

Click "New" for additional matching attributes

Add as many additional matching attributes to make it hard for attackers to guess the values and overtake someone else's account.

Note: Every field on the config must be filled for the account to be matched.

Select the Additional Matching Field

Verify if the data types are correctly as preselected and adapt them if necessary.

Click "Create Internal matching config field"

Repeat this until you have all required matching attributes configured. A good set could be:

membership number

first name

last name

birthdate

Test the matching

Create a new unconfirmed user in the Unidy Admin that has all the required fields.

Then Signup using another email address. You will be able to find the imported user using the matching fields. Once matched, you will own all data that was associated to the imported user e.g. Tickets, Subscriptions or Newsletter preferences.