Jump to content
Sign in to follow this  
Sean Larkin

Deduping and Merge help needed

Recommended Posts

Greetings,

I've been assigned a project, where I need to find duplicate customers and merge their info into one record. I am using 5.5v2.

I took care of finding the duplicates without any problems. I created a new calculation field (DupCombo1), which combined the customers' street address and zipcode (those were the criteria I was told to use), then did a find with ! in the DupCombo1 field.

What I need to do is merge some of the sales information (like total sales & year to date stuff) into one of the duplicate records, and delete the rest. For example, say a company has been placed in our database twice, because whoever ordered used the company name one time, and then their name another. They've been ordering with either name for a couple years. We want to delete either of the records, but first, we want to add the amounts in its sales field to the amount in the sales field of the record we're keeping.

I hope that explains it. Is there anyway to automate this?

I was thinking that I should export the duplicates into their one file, to do this merging, and then bring them back in. What do you recommend? Thanks.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Sign in to follow this  

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.