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Author Topic: Mass Merge  (Read 562 times)

messy

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Mass Merge
November 08, 2010, 12:17:56 pm
Hey guys,

I'm stepping in to an administrative role for a CiviCRM installation with thousands of duplicates. We've solved the issue moving forward by correctly configuring our dupe rules, but we're now faced with the daunting task of merging all these contacts.

Doing it through the user interface is not effective, as it's very time-consuming.

I am looking to build a script to take care of it on the backend, based on some rules for contact preference, but before I began I wanted to see if anyone had any better ideas or if something like this has already been built.

If not, I'll post to the forum once I'm all done.

Cheers

petednz

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Re: Mass Merge
November 08, 2010, 02:00:48 pm
A couple of issues you may want to bear in mind is - does one of the records to be merged have a CMS account - if so you might need to set that to be the 'kept' record. Also lcdweb just pointed out an issue relating to  Merging and Recurring Payments - not sure if that is an issue for you.

Good luck
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Mass Merge

This forum was archived on 2017-11-26.