Merging a large amount of duplicate Customer Records

If you have a large number of duplicate customer records, Ticketsolve Support can help you to merge customer records en masse by running a mass customer deduplication for you. This is a simple way to organise your customer account data in one action, ensuring you retain the most up to date information for each customer.

If you're looking to merge select duplicate customer records into one, this article will walk you through the manual deduplication/merge process.

How to submit a mass customer merge request

In order to submit a mass customer deduplication on your account, you will have to submit a request via a support ticket, as only the Ticketsolve Support team can action a deduplication request.

The mass deduplication process

Step 1 — We extract the report. Our support team pulls a report of suspected duplicate records from your Ticketsolve account, matched by email address. We'll send this to you securely via Hightail as a CSV file.

Step 2 — Review the data. Open the CSV and review the suspected duplicates. You'll see they're grouped in pairs (or more). Remove any records you don't want merged — for example, partners or family members who share an email address but have separate accounts they want to keep.

Step 3 — Delete carefully. If a pair of records shouldn't be merged, delete the entire pair from the spreadsheet. Important: don't correct any typos in the data — if you change anything, the records won't be found when we run the merge script.

Step 4 — Send it back. Save a copy of your updated CSV and upload it securely to us via Hightail: https://spaces.hightail.com/uplink/ticketsolve

Let us know you've uploaded it — we don't receive a notification automatically.

Step 5 — We complete the merge. Once we receive your file, we'll merge all remaining duplicate records into the most recent customer account and send you a confirmation email when it's done.