Create or remove an inter-system relation

For more information, see .Inter-system relations

Create an inter-system relation
  1. Go to Processing > Relations.

  2. In the L pane, select the first System.

    Inter-system relations are bi-directional, so the order of the first and second systems does not matter.


    Systems only appear in the L and R panes if their data has been collected. See Collect and load a system.

  3. Select the Table that contains the user accounts in the first system (e.g., users or employees).

  4. Select the Column that is the unique identifier (e.g., id or employee_id).

  5. In the R pane, repeat steps (2) - (4) for the second system.

  6. Click Match.

  7. The Left, Common, and Right tabs are populated with user records.

    The Common tab contains users who are now matched between the first and second systems, based on the unique identifiers you selected.

  8. Click Save.

  9. The new relation appears in the Inter-System Relations pane.

  10. Repeat steps (1) - (9) for any other necessary inter-system relations.

  1. Go to Processing > Relations.

  2. Click the relevant remove-inter-system-relation.png Remove Inter-System Relation button.

  3. The inter-system relation has been removed.