How to merge many records at once, not one by one?

RE: How to merge many records at once, not one by one?

Bud Hartley — Thu, 16 Jan 2025 18:07:10 GMT

Wow April, I didn't understand the scope of the problem! I think Chris Raffle probably has the best solution...

RE: How to merge many records at once, not one by one?

April Fisher — Wed, 15 Jan 2025 20:09:15 GMT

Hi Bud, thank you for your reply. I am aware of merging like that. Unfortunately I need to perform about 1500 separate merges (3000 total records that will be merged basically two at a time). Does that make sense? I'm trying to avoid needing to do a single merge 1500 times.

RE: How to merge many records at once, not one by one?

Chris Raffle — Wed, 15 Jan 2025 20:08:32 GMT

Hi April Fisher ,

Our most popular product, Upsert Deduplicate, offers an option to automatically merge duplicates. If you have a list of records you definitively want to retain, one of our newest features can be leveraged to ensure those records are not automatically merged with the other records you wish to retain.

Contact us via our website if you would like an in-depth demo to see how you can improve your data quality without hours of manual clicking 😉

Chris

RE: How to merge many records at once, not one by one?

Bud Hartley — Wed, 15 Jan 2025 19:51:39 GMT

Hi April,

I don't know if there's a limitation to the number that can be merged, but pulling a list of the records (like %x or %y) then selecting them to do a merge works. I've done merges with up to five records - selecting the "master" and then selecting fields from different records.

Note: if there are multiple email addresses, only one will be in the new record - I've made note of alternate addresses, then added them to the new merged record.

Also: Note that if the field in the record isn't available for "merge" - the value of the "master" will be the only option.