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Example – How To Select Account With Account Number As The Master Record For Bulk Merge

Here is an example how to select an account that has account number as the master record when bulk merging account duplicates.

1. First, you need to run bulk detection on accounts using one of your duplicate rules.

2. When finished, open the ‘DD Bulk Operation’ result for the bulk detection.
Here you will see all of the duplicates that it has found.

3. If you click on ‘MERGE DUPLICATES’ button, you will see option ‘Select master record by using FetchXML.’
If you check this, you are able to insert your own criteria for selecting the master record.
To use this, you need to insert the criteria as fetch xml.
For now, close the window.

4. If you are familiar with advanced find, then this will be an easy task to do.
Open advanced find, select entity ‘Accounts’ and create a filter where account number contains data and click on ‘Download Fetch XML’
Like this:

Fetch_Xml

5. It will download a file ‘FetchXML.xml’ on your computer, right-click on it and open in notepad.
6. Copy all of the text from the file.
7. Go to back the ‘DD Bulk Operation’, click ‘MERGE DUPLICATES’ and check ”Select master record by using FetchXML.’
8.  Paste the value that you copied from the file.

An example of fetch xml:
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”>
<entity name=”account”>
<attribute name=”name” />
<attribute name=”primarycontactid” />
<attribute name=”telephone1″ />
<attribute name=”accountid” />
<order attribute=”name” descending=”false” />
<filter type=”and”>
<condition attribute=”accountnumber” operator=”not-null” />
</filter>
</entity>
</fetch>

9. It will now use this fetch xml for selecting the master record, if it finds more than one record for the duplicate set, it will use ‘Merge order’ options to select the master record.

Notice that it will only merge the records that are found by the fetch xml criteria, if there are any duplicates left that haven’t been merged, you can create another fetch xml to select their master record or just use the ‘Merge options’ to merge the last ones.

If you have any questions, need help with creating rules or want live demo, you are welcome to contact us on email: support@cowiasolutions.com

 

 

 

 

 

 

 

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