Automating the merging of constituent records

We have a number (aka "a lot") of patron accounts which we would like to merge.  Once we have the accounts identified, is there one method over others that seems to be the best and most reliable way for merging accounts using an automated process?

Parents
  • Unknown said:

    We have a number (aka "a lot") of patron accounts which we would like to merge.  Once we have the accounts identified, is there one method over others that seems to be the best and most reliable way for merging accounts using an automated process?

    If you run AP_MERGE_CUSTOMER2 (say, nightly, as a SQL Agent Job,  for example) that will merge whatever records you've got identified as Kept and Delete IDs in the Merge Potential Duplicates window, i.e. in the T_POTENTIAL_DUPS table.

Reply
  • Unknown said:

    We have a number (aka "a lot") of patron accounts which we would like to merge.  Once we have the accounts identified, is there one method over others that seems to be the best and most reliable way for merging accounts using an automated process?

    If you run AP_MERGE_CUSTOMER2 (say, nightly, as a SQL Agent Job,  for example) that will merge whatever records you've got identified as Kept and Delete IDs in the Merge Potential Duplicates window, i.e. in the T_POTENTIAL_DUPS table.

Children
No Data