CiviCRM Community Forums (archive)

Hi,
I am trying to figure out the best approach for merging/deduping data between CiviCRM and Raiser's Edge. My goal is to wind up with 1 csv file that contains no duplicates and only those records that meet the criteria for an upcoming postal mailing.

Here are the details:
-- I have a CiviCRM database that contains a group with the contacts that the office wants to mail to
-- I have 4 files that were exported from Raiser's Edge that will either add to or be removed from the CiviCRM mailing group:
      -- Organizations that are OK to mail to           (should be added to the CiviCRM mailing group)
      -- Organizations that are NOT OK to mail to    (should be removed from the CiviCRM mailing group)
      -- Individuals that are OK to mail to                 (should be added to the CiviCRM mailing group)
      -- Individuals that are NOT OK to mail to         (should be removed from the CiviCRM mailing group)

So the file that I want to (eventually) export from CiviCRM should contain:
[(The CiviCRM mailing group) PLUS (Raiser's Edge Organizations/Individuals that are OK to mail to) MINUS (any duplicates)]
MINUS (Raiser's Edge Organizations/Individuals that are NOT OK to mail to)

Does anyone have any suggestions on how I might best approach this? We will need to do this on a regular basis so I'd like to find a procedure that "flows" as best it can.

Thanks for any help,
Cynthia