Sam,
PureConnect doesn't have a mechanism to remove duplicate data being imported into a call list. This can be achieved on the database side though. There are a few considerations though.
1. Are you looking to delete the duplicate records, or leave them in the contact list and mark them as being a duplicate and don't call? Some customers want to keep the data in the call list and just flag it as do not call for custom reporting purposes (usually setting the Status on import to U, and updating another field for the report).
2. If you're proficient with a database (e.g. SQL Server), you can remove the duplicates before they get into your main contact list, either via an SSIS package, or by importing your data into a temporary table and running a stored procedure. This gives you control over what your duplicate criteria is (e.g. are you looking for duplicate account numbers, phone numbers, addresses, etc.).
3. You can remove duplicates after the records have been imported into your main contact list, but it becomes more difficult. You'll need a field that is unique on each import (e.g. Date Imported, Run Number, etc.). This is to prevent you from accidentally modifying or removing older records that have been previously called. Similar to 2 above, you would run a stored procedure after the data is imported to clean up any duplicate records.
4. If you're looking at only a handful of records that you're going to be importing, scrubbing the duplicate data out before you import it will be just as easy, and doesn't require any database knowledge:)
Phil
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Phil Chapman
Sr. Solution Engineer
Altivon
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Original Message:
Sent: 09-10-2018 05:52
From: Sam Alexander
Subject: How to remove duplicates while uploading or after uploading to campaign
Hi there.
1. How to remove duplicates while uploading contact list or after uploading contact list in Pure connect.
2. Is there an option to remove duplicates in campaign or in the system as whole.
Thanks for the responses in advance.
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Sam Alexander
The Customer Experience Lab
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