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| − | The Merge and Purge tool | + | The '''Merge and Purge''' tool provides 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 | + | == 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 | + | 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. |
| − | |||
| − | + | To run a Merge and Purge: | |
| − | + | 1. Select '''Administration''' from the '''Quick Links''' menu. | |
| − | + | 2. Select '''Data Administration''' from the '''Administrator''' menu. | |
| − | + | 3. Select '''Merge and Purge'''. | |
| − | + | 4. Select the merge type from the drop down list. | |
| − | + | 5. Select the data source from the drop down list. | |
| − | + | 6. Enter a number in the '''Total Value''' field. The default is 100. | |
| − | + | 7. Designate your search criteria in the '''Field''' and '''Search Type''' fields. | |
| − | + | 8. Designate a line item value. Line item values must add up to 100. | |
| + | |||
| + | 9. Click the '''Next''' button. | ||
| + | |||
| + | 10. Check the boxes next to the records to be merged. | ||
| + | |||
| + | 11. Click the '''Merge''' button to begin the merge review process. | ||
Latest revision as of 15:35, 17 October 2012
The Merge and Purge tool provides 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[edit]
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.
To run a Merge and Purge:
1. Select Administration from the Quick Links menu.
2. Select Data Administration from the Administrator menu.
3. Select Merge and Purge.
4. Select the merge type from the drop down list.
5. Select the data source from the drop down list.
6. Enter a number in the Total Value field. The default is 100.
7. Designate your search criteria in the Field and Search Type fields.
8. Designate a line item value. Line item values must add up to 100.
9. Click the Next button.
10. Check the boxes next to the records to be merged.
11. Click the Merge button to begin the merge review process.