75 lines
2.3 KiB
Markdown
75 lines
2.3 KiB
Markdown
# Configuring the Extended Contact Manager extension (XCM)
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After the installation of the Twingle API extension, various configuration steps
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must be carried out so that the connection functions smoothly. Twingle API
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depends on the *Extended Contact Manager (XCM)* extension.
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Taking over contact data using the Twingle API means that they may produce
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duplicates in your CiviCRM contact management. Before contacts are added or
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updated in CiviCRM a data check should take place to avoid this problem. This
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data check is handled by the *Extended Contact Manager (XCM)* extension. This
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extension must be configured accordingly for use with Twingle by defining a
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corresponding profile.
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## Creating an XCM Profile
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Your first task regarding the Extended Contact Manager extension (XCM)
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configuration will be to create an XCM profile to be used for the Twingle API.
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This works best if you copy the *Default* profile.
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1. In CiviCRM, go to **Administer**.
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2. Select **Xtended Contact Matcher (XCM) Configuration** in the **System
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Settings** section.
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3. Click on **Copy** in the **Default** profile.
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4. Rename the new profile with **Twingle** in the **Profile name** field.
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5. Click **Save** at the bottom of this window. In the Profiles overview you can
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find your new Twingle profile.
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## Set up the Extended Contact Manager extension
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After you have created the XCM profile, you must enter the configuration
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settings for the Twingle connection to CiviCRM in this profile. Generally, you
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will find a description of all the settings in
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the [Extended Contact Manager (XCM) documentation](https://docs.civicrm.org/xcm/en/latest/configuration/).
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Here you will find as support screenshots of the various sections of the
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Extended Contact Manager extension (XCM). The settings are only an example.
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Please adapt the settings to your individual requirements or environnement.
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#### General section
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#### Update section
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#### Assignment rules section
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#### Identified contacts section
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#### New contact section
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#### Duplicate section
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#### Difference Handling section
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