Hello! Our organization is looking into developing a stored procedure to match and merge some of our duplicates automatically. Have any of you ever done this before, or do you know anyone who has? I'd love to hear what worked and what didn't, and find an existing procedure to base ours off of.
I have done this for multiple organizations, but it does require a fair bit of analysis into how the kept and delete sides should be scheduled to be merged. Generally, VIPS and large donors are marked with Void Merge so they don't get pulled into the automated merging. For the process I wrote, it schedules the merges, sends out a report to the necessary contacts, and doesn't perform the merge until there is a sufficient time delay for the contact to unschedule any merges they aren't comfortable with.