Catalyst Integration: Client Setup

  Permissions: You must have Organization Administration Permissions.

When the Catalyst integration is enabled, Clients from Catalyst and WebABA are listed on the Client Setup tab page. Clients are automatically matched by the system or manually matched by the User. Client matches can then be edited and un-matched. 

Jump to Section [Manually Match] [Create New WebABA Client to Match] [Edit or Un-match] 

The system automatically matches Catalyst and WebABA Clients based on the Client's first name, last name and date of birth.

1. Click Organization tab in primary navigation bar.
2. Click Catalyst Integration in side menu.
3. Click Client Setup tab.
4. All Client's display to be matched.
   

Manually Match

The system does not automatically match Clients if the Clients' information is different in each system. If the system does not auto-match a Client, users can manually match Catalyst Clients to existing Clients in WebABA.

1. Click Client Setup tab.
2. Click Match Client button for appropriate Client.
3. Click WebABA Client Name dropdown and select appropriate WebABA Client.
4. Click Save.
   

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Create New WebABA Client to Match

If the Catalyst Client you are trying to match doesn't already exist in WebABA you can create the Client and then match them.

1. Click Client Setup tab.
2. Click +New WebABA Client button for appropriate Client.
3. In the Add New Client window, the Client First and Last Name will auto-populate to match the Catalyst Client information. You can manually change these fields as needed.
4. Select Client Location.
5. Click Add Client button.
6. The Client will move to the matched section of the list.
   

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Edit or Un-Match Client

After a match is made, you can edit it or completely un-match the Client profiles if needed.

1. Click Client Setup tab.
2. Click Edit button and make necessary changes.
3. Click Save.
4. OR, click Un-match and confirm that you would like to un-match the Clients.
   

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