Cross Company duplicate checking allows two companies to be connected so the duplicate checking solution ensures that duplicates for both accounts are flagged.
Login to the main/master user for both companies. You will know you are the main user when Admin > Company > Users or Admin > Company > Cross Companies shows up. If you do not see this then please contact the other users and ask them to perform this check and the steps below:
- Once logged into the correct user:
- Click Admin > Company > Cross Company for both companies
- Click New Key (blue button on left) and click New Key in the popup.
- Copy the key.
- Send the key to the other company.
- Take the key that you received from the other company paste it in the Cross Company page where it say "Accept Key" field.
- Click accept key.
- Check that you have an item in both companies for the two sections => "Companies we are checking (Keys created)" and "Companies checking us (Keys accepted)"
- Make sure this above steps are done for BOTH companies otherwise it will be one sided.