1. Understanding Import and Export Management for Sales and Fusion Service
  2. Import Management Post Processing Jobs

Import Management Post Processing Jobs

After importing your data successfully, you must run a couple of post processing jobs for duplicate identification, duplicate resolution, and account assignment.

Import Management Post Processing Job for Deduplication

After you import your account and contact data, verify if the imported data contains any duplicates. Alternatively, you must also check if your imported data has any duplicates in the database. Therefore, after you import, it's a good idea to run duplicate identification batches, and if any duplicates are found resolve them either by creating resolution requests to merge or link them.

Identify Duplicates

You can identify duplicates from the duplicate identification work area. To run duplicate identification batches, navigate to the Duplicate Identification work area as follows: Navigator > Customer Data Management > Duplicate Identification Refer to the following topics linked from the related topic section for details on how to perform this task:

  • Create Duplicate Identification Batches and Define Subset Rules

  • Considerations for Creating Duplicate Identification Batches

  • How You Manage Duplicate

Resolve Duplicates

You can resolve duplicates from the duplicate resolution work area. To resolve duplicates, navigate to the Duplicate Resolution work area as follows - Navigator > Customer Data Management > Duplicate Resolution. Refer to the following topics linked from the related topic section for details on how to perform this task:

  • Process Duplicate Resolution Requests

  • Considerations for Selecting the Duplicate Resolution Request Type

  • Override System Mapping

Import Management Post Processing Job for Account Assignment

You can schedule and run the Request Account Assignments scheduled process using the Scheduled Processes page. You must have the Run Sales Party Batch Assignment privilege to define and run account batch assignment. You can access the Scheduled Processes page as follows: Navigator > Tools > Scheduled Processes. Refer to the following topic linked from the related topic section for details on how to perform this task:

  • Account Assignment Scheduled Processes

Delete Child Entities of Inactive Party Records

You can delete child entities of inactive parent records for Accounts, Contacts, Households, Hub Organizations, and Hub Persons. All the child and grandchild entities of the inactive (deleted) or merged parent will be inactivated or end dated. This will also delete address purpose child of the deleted address record where the parent party record is still active.

You must be a sales administrator or a CDM administrator to run this schedule process. You can delete child entities of inactive party records as follows: Navigator Tools >Scheduled Processes and search for Delete Child Entities of Inactive Party Records.

For more information see Delete Child Entities of Inactive Party Records in the Related Topics Section.

Related Topics