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

Ajith Asokan

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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

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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.