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Merging Duplicate Records Made Easy

Merging Duplicate Records Made Easy

By

Kalyan

|

March 20, 2018

Last modified: 

A key challenge while maintaining constituent information (on Almabase or on your database) is avoiding duplicate records of the same person. Duplicate records can happen for various reasons and it’s important to have an easy and predictable way to fix those.

That's why we decided to bring in some changes and enhancements to the feature.

Predictable merge process

Thanks to your feedback, we understood that our current merge process was very unpredictable. You couldn't be sure of what information is being used and what isn't.

That's why we introduced a new review screen. This is where you can review and decide what information you want to keep, and what you'd like to ignore while merging.

The review screen provides you complete visibility into what information is being merged

Segregating registered users from other profiles Most duplicates are created when users sign up with different email IDs and the system can’t detect that it’s the same person. Since merging these duplicates is important, we created a section where you can access all such pairs first.

All you need to do is, log in to your admin dashboard, go to “Users” > “Duplicates”

Duplicates page

You can also swap which record to keep and which to remove on this page.

Enhancing the confidence score

We improved the algorithm that was being used to compute the confidence score associated with each pair. There were a few key factors that weren’t given enough weight in the earlier algorithm. You’ll notice that the confidence score is a much better reflection of two records being potential duplicates now.

All of these enhancements are already live on your Almabase platform. Go ahead and give it a shot now!

We’re always looking for ways to make your processes simpler and this is yet another step in that direction. Let us know if you face any challenges with duplicate records and we’ll be happy to help you out!

Pro tip: You can also find a duplicate record from an individual person’s profile page using the “Merge Profiles” button. Visit any profile from the directory to try it out.

A key challenge while maintaining constituent information (on Almabase or on your database) is avoiding duplicate records of the same person. Duplicate records can happen for various reasons and it’s important to have an easy and predictable way to fix those.

That's why we decided to bring in some changes and enhancements to the feature.

Predictable merge process

Thanks to your feedback, we understood that our current merge process was very unpredictable. You couldn't be sure of what information is being used and what isn't.

That's why we introduced a new review screen. This is where you can review and decide what information you want to keep, and what you'd like to ignore while merging.

The review screen provides you complete visibility into what information is being merged

Segregating registered users from other profiles Most duplicates are created when users sign up with different email IDs and the system can’t detect that it’s the same person. Since merging these duplicates is important, we created a section where you can access all such pairs first.

All you need to do is, log in to your admin dashboard, go to “Users” > “Duplicates”

Duplicates page

You can also swap which record to keep and which to remove on this page.

Enhancing the confidence score

We improved the algorithm that was being used to compute the confidence score associated with each pair. There were a few key factors that weren’t given enough weight in the earlier algorithm. You’ll notice that the confidence score is a much better reflection of two records being potential duplicates now.

All of these enhancements are already live on your Almabase platform. Go ahead and give it a shot now!

We’re always looking for ways to make your processes simpler and this is yet another step in that direction. Let us know if you face any challenges with duplicate records and we’ll be happy to help you out!

Pro tip: You can also find a duplicate record from an individual person’s profile page using the “Merge Profiles” button. Visit any profile from the directory to try it out.

Blackbaud, the leading provider of software for powering social impact, and Almabase, the digital-first alumni engagement solution, have announced the expansion of their partnership to the education sectors of Canada and the United Kingdom. The partnership will provide institutions with a modern, digital-first solution to improve constituent data, drive self-serve engagement, and boost event participation.

A Unified Vision

The partnership aligns with Blackbaud’s commitment to customer-centric innovation across digital engagement, Advancement CRM, and financials.

“Partners bring integrated capabilities that extend capabilities and outcomes for Blackbaud customers. We are thrilled that Almabase’s offering, integrated with Blackbaud Raiser’s Edge NXT® and leveraging Blackbaud’s best-in-class payment solution, Blackbaud Merchant Services™, is now available to even more of our customers around the world.”

- Liz Price, Sr. Director of Global Partners at Blackbaud

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