InaPlex Forums

Hi there

I am a newbie to this tool and am trying to de-duplicate Sage CRM data. We are not importing data at the moment but may do so in the near future. We are trying to clean up our current data before importing any new data.

To that end, I have created a Source connector and a Target connector, each pointing to the same database. I am using Standard Matching.

Is this the best way to accomplish this task?

I'd appreciate some feedback.

 thanks

Gareth

Hi Gareth

Inaport has very powerful matching capabilities, but does not support currently merge-purge operations. To do a merge-purge, the surviving company must be identified, then all the child records from any non-surviving company must be moved to the survivor, and finally the non-survivor deleted. There must also be business rules for merging the data in the company records.

It is possible to use Inaport to import the CRM database into itself, and "tag" any company records that match. However, this process can be quite tricky, and you then have to use the CRM user interface to manually merge-purge the resulting sets of companies.

A better approach is be to set up a clean CRM database and import the old database into it, using Inaport matching facilities and the "create or update" table operation on Company to prevent duplicates as the data is imported. This will also provide a clean way to attach child records to the surviving company record.

Regards

David