If you import addresses using the Import/Export Wizard, you can perform a duplicate check using available addresses in CAS genesisWorld.
The same settings and rights apply to the duplicate check when importing addresses as for the duplicate check when saving addresses.
You administrator manages the settings to determine whether or not a duplicate check should run when importing addresses, this is done in the duplicate check settings on the Search options tab.
When the duplicate check is activated, the import process can take considerably longer. As the import of data with the activated duplicate check takes considerably longer, we recommend a test with a database backup.
To work with the duplicate check feature during import, the fields checked by the duplicate check must also be imported. Which fields are included in the duplicate check and the associated weighting factor is defined by your administrator on the Included fields tab.
After importing addresses, you receive a message if duplicates were found.
If the importing user has been granted the necessary rights, then duplicates can be merged directly after import.
If you, or the importing user has not been granted the necessary rights, then authorized users can merge duplicates after importing them into the CAS genesisWorld Desktop Client. You will find more information on merging duplicates on the Merging duplicates after import page in the Online help for users.
On the lower pane of the window, the List of addresses marked above where duplicates have been identified is displayed.
If you click Exclude, the internal duplicate flag is automatically removed from the selected addresses. The corresponding addresses will in future no longer be flagged as mutual duplicates.
Addresses which can no longer be flagged as mutual duplicates can still be flagged as duplicates of other addresses.
If you click Merge, the field values of the identified duplicate addresses are merged. The duplicates are merged automatically if the addresses can be combined without any loss of information. If the addresses can be combined without any loss of information, then in the Merge duplicates window you can set manually which field is adopted and the data record you wish to take it from. You will find more information on the Merge duplicates while saving page in the Online help for users which explains the functions in the Merge duplicates window.
When merging address field values via merge duplicates, the data record links are always combined automatically.
Duplicates are only merged automatically if the addresses involved can be combined without any loss of information. If duplicates cannot be merged without a loss of information, then you will have to merge them manually after automatic merging is finished.