Hi All
I just wanted to know what are the ways to avoid creating duplicate constituents when we do a order import. Manually finding duplicates is a time-consuming process. I tried running the import utility and shows potential duplicates however, it still misses a lot of duplicate constituents. Can we create a criteria to match the ones having same name and email address? Any thoughts or ideas? Thanks
Hi Soumya thanks for posting! You might find it useful to cross-post to the Ticketing and Admissions Community? Hopefully you'll receive some answers over there.- Gill Tasker, Community Manager
Hi Soumya,
I do a lot of third party imports and I'm not aware of any easy solution to this! We have gotten Tessi support to adjust our potential duplicate criteria to match on name and email so you could open a support ticket and ask for some adjustments there, but as you might have noticed you can't actually import orders onto those accounts once they are found it just tells you about them. Because we have so many orders to import we end up just creating the duplicates, but I am hoping this year to create a checking process post import for immediately identifying duplicate records and scheduling merges. I'll keep an eye on this in case anyone has come up with creative solutions as its definitely a problem for us!
Anastasia
Hi,
we do piles of imports so I feel this annoyance!what we’ve done is developed a “translation “ spreadsheet that takes the native format of the report and puts it into the Tessitura import format using lots of references and formulas.
As part of this, we pull a list of all active records every so often and have it as a reference tab to run a lookup against. When it finds a match it adds the ID to that column in the translated tab.
overall the whole spreadsheet has really reduced the amount of time it takes to prepare a file. it’s a treasure.
hope that helps?
cheers,
N