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.
1. Column B: Dynamics entity ID
2. Column C: Use Checked (TRUE)/Unchecked (FALSE)
3. Column D: Calculated score if 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
- 31: Gray - No masters selected for this group
5. Field data for the duplicate records (fields selected on Screen 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
- ONLY groups where a master is selected will be exported
- Does not export records where no master is selected (groups that will not be merged) or groups set up with custom merge
