Merging Constituents Advice?

Good day, Nicholas

We’re relatively new to Tessitura (started Aug. 13), and most of our patron accounts migrated from our legacy system.

Data in our legacy system was a mess; thousands of potential duplicates.

When we imported patron accounts from the legacy system into Tessitura, I used SQL script to note these probable duplicates – and simply merged them.

A few merged accounts were wrong, but >99% either were correct or didn’t matter.

As patrons register on our new site (and accounts are created in Tessitura), these accounts pop up as potential duplicates.

At this time I manually run SQL script to identify these potential duplicates, then manually merge them.

Each week I probably merge 20-30 accounts, and will probably continue this manual process for another year or so.

There are too many variables to automate the process, and I still struggle with other users “buying in” to Tessitura usage.

I know Tessitura provides an automatic method to identify and merge potential duplicates, but that process isn’t an option for us right now.

Best Regards

Wendell Baskin

Bass Hall – Fort Worth

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Nicholas Hudson-Ellis
Sent: Sunday, April 13, 2014 22:58
To: Wendell Baskin
Subject: [Tessitura Technical Forum] Merging Constituents Advice?

Hello all,

I am hoping to get a sense of how different orgs manage their merging of duplicates. I have read on the forums about some great examples from a couple of years ago of people scheduling the Identify Duplicates procedure, and having a daily task of manually putting them into the Merge queue.

Some people appeared to have been confident enough to merge constituents automatically if they meet the criteria.

I would love to hear how many people are automatically merging duplicates, and how many people are doing it manually, which is how I was always taught.

At ACMI, we have thousands of duplicate accounts from importing e-news subscribers over time. The bulk of these accounts only have First Name, Last Name and email. We are working with Tessitura consultants to get our Identify Duplicates logic to pick theses up, and would very much like to merge automatically as many as possible.

Thanks all!

Nicholas

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