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IMPORTING CSV - MERGE DETECTION & CONTACT CONSOLIDATION - NEED HELP!!!!

New Member
Posts: 13
Country: USA

IMPORTING CSV - MERGE DETECTION & CONTACT CONSOLIDATION - NEED HELP!!!!

I have an issue that I'm sure others must have come across.

When importing lists of contacts (such as from Hard Hanks margeting CSV's), I want to be able to:

1) Merge data, 

2) Take multiple contacts and automatically demote them to Secondary contacts if there is a duplicate company

 

I've found software that wil llet me do this MANUALLY (demote to secondary contact), but this would be painful as we import lists that contain several thousand entries.

 

I've though about NOT merging, and then running "Company Wizard" (a 3rd party add-on) to at least group together my duplicates under COMPANY entities.  However the downside to this solution is that my multiple contacts won't share notes between contacts (a major goal of ours).

 

Anyone have any thoughts, or know of a good database merge program to help out?!?!?

 

(I've already tried MergeAdmin, which seems to be less powerful than ACT's own merge wizard).

 

 

 

Ian

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: IMPORTING CSV - MERGE DETECTION & CONTACT CONSOLIDATION - NEED HELP!!!!