Data Administration/Merge and Purge - Revision history

J.collier: /* Searching for Duplicates */

2012-10-17T15:35:30Z

Searching for Duplicates

J.collier at 15:25, 17 October 2012

2012-10-17T15:25:02Z

Technowrites: Created page with "The Merge and Purge tool is a convenient way to compare and merge duplicate Account and Contact records. The best time to run a Merge and Purge is immediately after a data imp..."

2012-09-17T10:08:52Z

Created page with "The Merge and Purge tool is a convenient way to compare and merge duplicate Account and Contact records. The best time to run a Merge and Purge is immediately after a data imp..."

New page

The Merge and Purge tool is a convenient way to compare and merge duplicate Account and Contact records. The best time to run a Merge and Purge is immediately after a data import. Merges can be performed within a single account list or across all lists. A confirmation screen is provided at each step allowing you to select all information or just specific phone numbers and addresses to include in the final merged record.

Searching for Duplicates

The search parameters you enter will be used to find the records to merge. Depending on the number of matches found, the merge function may take some time. For large data sets consider creating a new temporary list to gather any duplicates found before beginning the Merge and Purge. From the Accounts page, you can manually select accounts you wish to merge and move these to the new list. You will then be able to select this list as your Data Source on the Merge & Purge Search screen to focus on just these accounts.
Starting a Merge & Purge

Select from the sidebar on the left side of the Home Page.

• Select Data Administration from the administration menu.

• Select Merge and Purge from the data administration menu.

• Select the merge type from the drop down list.

• Select the data source from the drop down list.

• Designate your search criteria in the Field and Search Type fields.

• Designate a line item value. Line item values must add up to 100.

• Select the Next button and put a checkmark next to the records to merge.

• Select the Merge button to begin the merge review process.

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 == Searching for Duplicates ==
-The search parameters you enter will be used to find the records to merge. Depending on the number of matches found, the merge function may take some time. For large data sets consider creating a new temporary list to gather any duplicates found before beginning the Merge and Purge. From the Accounts page, you can manually select accounts you wish to merge and move these to the new list. You will then be able to select this list as your Data Source on the Merge & Purge Search screen to focus on just these accounts.
+The search parameters you enter will be used to find the records to merge. Depending on the number of matches found, the merge function may take some time. For large data sets consider creating a new temporary list to gather any duplicates found before beginning the Merge and Purge. From the Accounts page, you can manually select accounts you wish to merge and move these to the new list. You will then be able to select this list as your data source on the '''Merge & Purge Search''' screen to focus on just these accounts.
-Select   from the   sidebar on the left side of the Home Page.
+To run a Merge and Purge:
-•	Select Data Administration from the administration menu.
+. Select '''Administration''' from the '''Quick Links''' menu.
-•	Select Merge and Purge from the data administration menu.
+. Select '''Data Administration''' from the '''Administrator''' menu.
-•	Select the merge type from the drop down list.
+. Select '''Merge and Purge'''.
-•	Select the data source from the drop down list.
+. Select the merge type from the drop down list.
-•	Designate your search criteria in the Field and Search Type fields.
+. Select the data source from the drop down list.
-•	Designate a line item value.  Line item values must add up to 100.
+. Enter a number in the '''Total Value''' field. The default is 100.
-•	Select the Next button and put a checkmark next to the records to merge.
+. Designate your search criteria in the '''Field''' and '''Search Type''' fields.
-•	Select the Merge button to begin the merge review process.
+. Designate a line item value.  Line item values must add up to 100.