The results grid can be exported to a spreadsheet using the Export Grid Data option. When the option is selected, there will be 3 types of files that the user can choose to create.
Save as Formatted XLS File: Exports to an xls file with all formatting intact (will look like the grid), data will be sorted by duplicate group
- This format is useful for sending to colleagues for review prior to executing the merge
- This spreadsheet CANNOT be read directly back into Single Table Dedupe with the users selection of records to be merged and which record should be the master record. The following Validity Community Solution addresses an alternate way for this to be done: Using an Exported Spreadsheet from Single Table Dedupe to Select Master Records
1. Column B: Salesforce Record ID
2. Column C: Use Checked (TRUE)/Unchecked (FALSE)
3. Column D: Calculated score is a Master Rule was used to determine master records
4. Column E: Pin color represented as a number
Number to Color Translation:
28: Green -Master
29: Red - Non Master
30: Blue - Set up for a Custom Merge
31: Gray - No masters selected for this group
5. Field data for the duplicate records (fields selected in Step 1 in Fields to show on found duplicates)
Save as Data File: Exports to a raw data file (no formatting or grouping)
- Users may want to sort by the CRMfusion_dupeKey so all duplicates are together
- File type options include xls, xlsx, csv, accdb, dbf, xml, tab and sql
- CRMfusion_MasterIcon column translates the pin colors/number codes to literal strings (i.e. Master, Non-Master, Custom Merge Set, Not Set)
- This spreadsheet CANNOT be read directly back into Single Table Dedupe with the users selection of records to be merged and which record should be the master record.
Save Master / Non-Master File: Exports just 2 columns, Master ID and Non-Master ID
- This file is formatted for use with the new option to read in an input file of duplicates
- More information on reading in an input file with a master/non-master column can be found HERE
- ONLY groups where a master is selected will be exported
- Does not export records where a master is NOT selected (groups that will not be merged) or groups set up with custom merge
- Does not export records where a master is NOT selected (groups that will not be merged) or groups set up with custom merge
If there are lots of duplicate groups, users may want to export this file as a backup just in case there is a Salesforce API hiccup (or other similar unexpected issue) that causes the merge to fail before completion. This file could then be selected with the new option and all the master/non-master selections will be automatically re-applied. Only the duplicate groups that failed will be reloaded and merging can begin again.
