Partner Dashboard

The partner dashboard is the home page of a Dedupely partner account. It shows your plan, your total record usage and a card for each client, and from it you manage billing, your team and each client's record limit. Inside a client's account, everything works like a regular Dedupely account.

What's on the dashboard

The Dedupely Partner Program home page has three kinds of cards:

The left menu has Home and Partner API, plus Chat with Support, Book a Zoom and Notifications.

How to add a client

1. Open the dropdown at the top left, next to your company name and the Partner label.
2. Add a new client account.
3. Connect the client's CRM and turn on the objects to dedupe. See Connect your CRM.

Each client gets its own account, with its own connected CRMs, searches and Merge Rules. Clients can't see each other's data.

How to switch to a client's account

1. Open the dropdown at the top left, next to your company name and the Partner label.
2. Select the client.

You're now in that client's account, and everything works like a regular Dedupely account: Duplicate Searches, Merge Rules, Auto Merge and the rest. Use the same dropdown to go back to the partner dashboard.

How to set a client's record limit

You set a record limit for each client, inside your plan's total. When a client reaches its own limit, merging stops for that client only. Your other clients aren't affected.

1. On the client's card, or in Billing & Usage under Child companies, click Edit Record Limit.
2. Enter the new limit and save.

This is separate from your plan's limit. If your partner account goes over its limit, has an unpaid invoice or is paused, every client's account becomes read-only. See Billing & Usage.

How to manage your plan and billing

Open Billing & Usage under Partner settings to:

• See Your plan, your total CRM records usage, and Upgrade plan or Cancel Plan.
• See each client's usage under Child companies.
• Update Billing Information, add a Tax ID for your invoices, see Invoice History and add a card under Cards on file.

How to manage users

Open Users under Partner settings. It shows your team under Partner Company Users and, below, the users of each client account.

• Add User invites someone to your partner team.
• Import CRM users adds users from a connected CRM.
• To give a client a login, invite them to their own account as a User or Admin. Clients don't need one.

Security Policy and Audit Log are under Partner settings too. See Security Policy and Audit Log.

Partner API

The Partner API sends records from your own software, or from a client's CRM, to Dedupely's matching engine as JSON, and returns the matches. Nothing you send is stored. It uses the same Match Settings, Advanced Filters and confidence scoring as the dashboard.

• Build it into your software: if you sell a CRM or a data tool, offer deduplication in it without building a matching engine yourself.
• Use it in client work: run a client list through it as a step in your own workflow, before the data goes back to them.

To turn it on, click Contact support for API access on the Partner API page. Once it's on, you create and manage your API keys there.

FAQs about the partner dashboard

• Can my clients see the partner dashboard? No. Clients you invite only see their own account.
• Can I see every client's duplicates in one place? Yes. Each client's card shows Duplicates detected. To review and merge them, switch to that client's account.
• Can I give a client a login? Yes. Invite them to their account as a User or Admin.
• Can a User on my partner team change billing? No. Billing is managed by your partner team's Admins.
• Is the Partner API included? Contact support to turn it on for your account.