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Merge Duplicates

Last post 12-18-2012 8:48 AM by Method_Adam. 1 replies.
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  • 12-17-2012 2:42 PM

    Merge Duplicates

    Hi, I have a couple customers entered in twice or even three times due to some mess ups when customers were imported. However some of the duplicates have different information. I am trying to figure out what the best way is to merge the information so I just have one contact with all of the information.

    I am wondering if it might be easier to export contacts to excel and then try to import them so that it updates all the entries and then delete the duplicates or if I should try and do it all inside of method. Would love some help on this.

    Thanks!

  • 12-18-2012 8:48 AM In reply to

    Re: Merge Duplicates

    I suppose it would depend on how many customers are duplicated, and how much information is different.  If its a couple of quick updates to a couple of customers, doing it inside Method might be easier.  The more records and info, exporting to Excel might be the better route.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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