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,
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