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My client has several duplicate Accounts but with different addresses. The client wants these to exist as separate accounts but the import wizard or even data loader does not provide the ability to match on name and street address. 

 

Is there a simple way to import these records by creating duplicate accounts only where the street is different? I need to determine if this will involve any sort of complexity (including excel magic, splitting up the import in any way, etc.), which means we’d have to do a change request. Thank you.
5 Antworten
  1. 25. Apr. 2018, 19:55
    Yea I recommend you load all the data and merge after, either with appexchange tools or demand tools.... worst case that's low volume you could do it manually using the duplicate management record sets.
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