Providing an understanding of the importance of matching users and how to undertake user matching correctly.
Accurately matching your users in Edusync Google is crucial. This ensures that any actions configured in the 'Settings' page for MIS sync will correctly impact your school's Google Workspace for Education users.
You can run a bulk user match from Matching >> Match users.
After clicking 'Match users' you will be presented with all of the current available matches for profiles from the school's MIS data. They will be listed in order from the strongest match to exceptions at the bottom. The exceptions will be ignored automatically and will not be allowed through as a matched user unless you click the 'Ignored' button to say otherwise.
Edusync matches users from the MIS data based on their preferred first name and surname. If the email address in the MIS also matches the email address in Google, Edusync can achieve a 100% match. However, Edusync can only match users who are found within the organisational units or sub-OUs of those selected on the 'Settings' page. Because of this, you may find users with exceptions against their names if the Google account was created before Edusync Google was implemented and used the legal first name.
When you are happy that you have all of the correct matches, click Match.
You can manually match users from the Directory page, by clicking manually assign and selecting the user in the dropdown that opens to the left on the same row. You may seek to do this because you were left with unmatched users that we could not find a possible match for, and you have now moved into the correct OU. Should you move users from an OU to another OU Edusync Google has in its settings, then you will need to refresh the page to have it appear in the 'Manually assign' dropdown.
You can manually assign more than one user and then click 'Save matches' under the ‘Action selected’ button in the top right-hand corner.
You may want to manually un-match any users you have matched incorrectly or perhaps just to add them to the 'Ignored users' section (more information can be found about ignored users in the article on Manual actions). This can be achieved by selecting a user with the tick box on the left-hand side and going to ‘Action selected’ in the top right-hand corner and selecting 'Unmatch Google user'.