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

The first step in the mass deduplication process is for our support team to extract a report of suspected duplicate records found in your Ticketsolve account based on email address. Once this has been extracted we will then send this securely to you via Hightail in the form of a CSV file.

Once you receive this file, we recommend you review the data and delete any records you wish to exclude from the deduplication. For example, there will be some accounts where partners or family members are using the same email address, but have separate accounts which you don't want to merge so these records should be deleted.

You will notice that the report is grouped so that pairs (or more) of suspected duplicates are grouped together. If there are pairs of records that should not be deduped, delete the pair completely. Make sure to not correct any typos in the spreadsheet, or the records will no longer be found when we go to run the script.

Once you are satisfied with the information remaining, save a copy of the updated CSV file and send it securely back to us using Hightail here:

https://spaces.hightail.com/uplink/ticketsolve 

Please let us know when you've uploaded to the above Hightail link as, we won't get a notification otherwise.

When our support team receives the completed CSV file, we will then perform a support action to merge all remaining customer details into the most recent customer account and send you a quick confirmation email to confirm with you that this is done.