Run multiple duplicate conditions

msantoso

Dear All,

I am preparing a file containing Accounts names and addresses in order to migrate them into a CRM system. 

I need to verify a list of conditions to remove duplicate records. 

A record is considered as duplicate if it obeys one of these rules:

Account name AND billing street name 

OR

Account name AND City AND State

OR

Account Name AND Zip code

OR 

Account Name AND Phone

OR

Website AND Phone

OR

Website AND billing street name

I created 6 new columns in which I concatenated the  two columns of each condition.  

then I run the Unique tool. 

At the Unique output, I added another Unique tool and specified the 2nd condition, 

and so forth.

When I run the upload process into the CRM system, I got an error message saying that I still have duplicates in my file. 

I do not know whether I did it the right way, and I cannot explain why I still have duplicates. 

Any help would be very much appreciated. 

Myraim 

ponraj

Explanation for my workflow as below.

i)Finding duplicate records which obeys following condition

Account name AND billing street name
OR
Account name AND City AND State
OR
Account Name AND Zip code
OR
Account Name AND Phone
OR
Website AND Phone
OR
Website AND billing street name

ii)Eliminating duplicate records(results of step1) from the source file and outputing remaining records as unique records.

iii)uniting all the duplicate records(results of step1) and outputing them as duplicate records

Hope it is clear now. Also, I am curious to know if your crm system is accepting the results you received from my workflow.