How FiscFree will link order history to the correct employee

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In this article, you’ll learn how historical orders from the old platform are linked to employees in the new FiscFree platform and what you can do if an order is not linked automatically.

Linking order history to users

The order history from the old platform is transferred to the new platform and linked to the correct users. This happens in the following way:

Automatic linking of historical orders

Every night, the system automatically searches for orders from the old FiscFree platform based on the project numbers within your organization. These orders are retrieved from the old platform and become visible in the Orders > Employee legacy orders tab.

The system links old orders to the new account based on:

• Email address
• Employee number (if the email address does not match)

In the overview, you can see the following information for each order:

• The employee’s email address
• The employee number (if used by the organization)
• The old order(s)
• Whether the order has already been linked to an account

If the system has retrieved orders automatically, or if you as an administrator clicked Synchroniseer historische bestellingen, an overview of the found orders will appear.

Is there a checkmark in the “linked” column? This means the order has been successfully linked. On the right side, you can see which account the order is linked to.

Manually linking historical orders

Is an order not linked to an account in the new FiscFree platform? You can manually link it by choosing the correct action: