Consolidating and Merging Dataset Records
  • 09 Mar 2026
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Consolidating and Merging Dataset Records

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Article summary

The following order of duplicate searches is employed on candidate dataset records.

💡 Dataset records are only considered a match if both records are associated with the same dataset.

  1. Name + Related Dataset: Exact match on name and related dataset record. For example, two Organization Contacts named John Doe are associated with the same Organization.

  2. Username + Related Dataset: Exact match on username and related dataset record.

  3. Name + Address: Exact match on name, street address, and postal code.

  4. Fields marked as containing unique IDs, such as Common App ID, SIS ID.


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