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Is There A Way To Combine Customers Programmatically

#1 User is offline   vision 

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Posted 10 September 2007 - 04:47 AM

Hi,

I would like to combine duplicate customers without having to do it one at a time in MOM... I have several thousand duplicates... Does anyone have any ideas or know of a way to do this?

Michael
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#2 User is offline   bobg 

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Posted 12 September 2007 - 07:49 PM

View Postvision, on Sep 10 2007, 08:47 AM, said:

Hi,

I would like to combine duplicate customers without having to do it one at a time in MOM... I have several thousand duplicates... Does anyone have any ideas or know of a way to do this?

Michael



Well, if you have access to presort software such as smartaddresser 2020, or firstlogic's desktop mailer, you could import the customer data, and use the presort software to de-dupe the cust.dbf, then re-import back into MOM ... That's one way that's a thought... Most of these programs will recognise the .dbf format as a matter of course....

another method, if you don't have access to presort software (since it's usually in the 2500 - 6500 USD range is ...

using dbuwin ... export the cust.dbf table to .csv or .xls format, pull it into access (get external data, make new table - dont link, you won't be able to manipulate the data and save changes if you do it that way), sort the table by cust name, address 1, address2, then select and delete the dupe records ...

You MAY ACTUALLY be able to filter out the deleted records somehow by specifiying the requisite filter parameters when you are looking at the file using dbuwin ... but I'm not sure, didn't pay that much attention to it ... I just need to get the dad-blamed ms Access reports back ...
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#3 User is offline   ypf1258 

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Posted 16 September 2007 - 01:33 AM

View Postbobg, on Sep 12 2007, 09:49 PM, said:

Well, if you have access to presort software such as smartaddresser 2020, or firstlogic's desktop mailer, you could import the customer data, and use the presort software to de-dupe the cust.dbf, then re-import back into MOM ... That's one way that's a thought... Most of these programs will recognise the .dbf format as a matter of course....

another method, if you don't have access to presort software (since it's usually in the 2500 - 6500 USD range is ...

using dbuwin ... export the cust.dbf table to .csv or .xls format, pull it into access (get external data, make new table - dont link, you won't be able to manipulate the data and save changes if you do it that way), sort the table by cust name, address 1, address2, then select and delete the dupe records ...

You MAY ACTUALLY be able to filter out the deleted records somehow by specifiying the requisite filter parameters when you are looking at the file using dbuwin ... but I'm not sure, didn't pay that much attention to it ... I just need to get the dad-blamed ms Access reports back ...


bobdg

If it will be done your way that all the customer data will get lost !

like
*order history
*credits
*marketing data
more
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#4 User is offline   CDI Fulfillment 

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Posted 18 September 2007 - 06:25 AM

Using an external program to de-dupe your customer list is a very bad idea, unless you WANT to lose all of your order history. Orders in the CMS table are linked to specific customer numbers in the CUST database. If you were to delete those duplicate records, there won't be corresponding customer numbers to link the orders to.

If you have the LMM, that is what you need to use to de-dupe the list. LMM has a de-dupe function built in that will combine duplicate customers and also is able to change all of the links so that you don't lose order history.

ALWAYS MAKE A COMPLETE BACKUP BEFORE MAKING MAJOR CHANGES LIKE THIS OR USING DBUWIN. IF YOU DON'T AND SOMETHING GETS HOSED, YOU ARE S.O.L.
Jay Snelgrove
Fulfillment Manager
CDI Media, Inc.

http://www.cdimedia.com
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