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.
Hi Elise,
There was a similar discussion a while back about merging where I mentioned the idea of "curated merging". (Not my term -- I heard it from a fellow Tessitura user and adopted it. :))
The short of it is, automating duplicate identification and/or merge scheduling is certainly possible, but looking over those merges before they happen is really important, even if you have a means of reversing the merge after the fact.
I'm happy to talk more! Good luck in your constituent consolidation journey!