Deduping Constituents and updating their contact preferences based on attributed date and value

Ajith Asokan

• UNANSWERED
•  0
  Like 
•  
• Quote

Deduping Constituents and updating their contact preferences based on attributed date and value

Posted by Ajith Asokan on Jun 29, 2020 10:33 am

Hi Everyone


I have 20K+ Constituents Records that I would like to dedupe.    I have access to the 'Mass Merge' plugin, this is proving to very time consuming an manual.  Can anyone please suggest a better way?  For Instance I have 2 constituents A & B who are the same person.  I want Constituent A to be the master record as it is older.  But I also want to update the contact permissions if they are later from Constituent B, but not update them if the value is 'Unknown'.  See the example below:

        Constituent B                     Value Added Date     Value Added Date   123456 23/03/2019   Constituent ID 654321 ########   John Smith 23/03/2019   Name John Smith ########   Opt Out 25/05/2019   02. Email Opt In Unknown ########   Opt In 13/02/2020   03. SMS Opt In Unknown ########   Unknown 09/07/2019   04. Telephone Opt In Opt Out ########   Opt In 30/12/2019   05. Post Opt In Opt Out ########                                                       Value Added Date           123456 23/03/2019           John Smith 23/03/2019         <span style="t

Constituent A

Constituent ID

Name

02. Email Opt In

03. SMS Opt In

04. Telephone Opt In

05. Post Opt In

Resulting  - Constituent A amended

Constituent ID

Name

JoAnn Strommen

Sorry that you have received no suggestions. Your post has been seen. In my case it's because I know of no way to do efficiently what you desire. Wish I had an answer for you. 

Ajith Asokan

Hi Joanne


I have live spoken to live help.  Who have gone on to suggest that I do a bulk remove of each attribute for a query based on a list of Constituent IDs.  Therefore when merged these attributes won't be present over write the attributes I want to keep.  However it still seems as though I still need to select each Constituent to keep on an individual basis.  Would be grateful if there were a better suggestion for doing this.


Thanks Ajith

Christine Cooke

Sorry you haven't had much response.  Deduping is a challenge for many.  Because it is time consuming and no one has the time or patience to sit and review records.  I know it does not help solve your issue directly -- but I believe that there is not an "easy" button/quick fix to what you want to accomplish because there are so many factors to consider when de-duping and/or merging records.  Personally, I feel it is important to review all the info on each record before deciding that it is the same person org so any time I have dealt with a deducing project I have set aside 30-60 minutes a day and tackled it a little at a time.  It's amazing how much progress is made in just 30 minutes.


My preference is similar to yours in that I want the older record but the most recent contact info.  And because there are factors like From/To dates that need to be changed, that is another reason for reviewing each record and making appropriate changes when merging.