There is validation in place to prevent duplication of client records between the two systems. The system will follow the sequence below, and as soon as a match is found, the sync will be triggered, linking the records together:

1. Soderberg client ID: Check to see if a Plannr client with the Soderberg Client ID already exists
2. NINO: Check to see if a Plannr client with the Soderberg Client National Insurance Number already exists - add Soderberg Client ID to Plannr Record
3. Email Check to see if 1 and only 1 Plannr client exists with the Soderberg Client Email Address - add Soderberg Client ID to Plannr Record
4. If Plannr finds more than one client with the email address (you could attach the same email to more than one client in plannr), this will not match and it will move on to the next rule.
5. Personal details: Check to see if a Plannr client with the Soderberg Client first name, surname and date of birth exists. 

If no match on the above details is found:

1. Add Soderberg Client ID to Plannr Record
2. Create new client record in Plannr with the Soderberg Client ID attached.