The main record is the record that is retained, while values for the duplicate record are merged into the main record. The addresses and devices (contacts) for the duplicate record become associated with the main record, and those addresses and dev...

The Consolidate Record tool determines, based on the available information on a record, if a record should be considered as the Main record or the s record. The Main record is the record retained when merging two duplicate records. When compa...

Every night in production databases, cleanup scripts run to remove duplicate data, and fix invalid items. The overnight cleanup process is placed into a queue of the overall nightly process, which begins at 2:30 AM Eastern time. Depending on its...

Slate provides a powerful system for identifying and consolidating duplicate records . With this power must come caution and an understanding of how Slate identifies duplicates and how Slate merges these records. When two person records are identi...

The following duplicate searches are employed for school records. 📝 School records are only considered a match if both records are associated with the same person. Duplicate evaluation process Key: Exact match on key. Key + Level of S...

Consolidate Records evaluates the following unlinked records:  School Records that are not associated with an Organizations dataset record. Relationship records that are not associated with existing person records to allow users to ...

Overview Consolidate Records is a powerful tool for identifying and consolidating duplicate records in the database. Using this tool requires exercising caution and an understanding of how Slate identifies duplicates and merges records.  Th...

Transfer Objects provides granular control over which specific person-related data elements can be moved from one record to another. When an object is moved, associated linked data moves along with it. For example, when moving Gift Opportunities o...

You can create a dashboard to add context to records being compared in the Consolidate Records tool . Creating a Consolidate Records dashboard To create a new dashboard: Go to Database → Dashboards. Click New Dashboard . Con...

Person records, Dataset records, and School records that have been recently merged are eligible for the Unmerge function, which is found in the Recently Merged section of Consolidate Records . As always, be cautious when merging records, s...

Why are duplicate records appearing in Consolidate Records? There are many reasons why duplicate records may be created in Slate. Simply put, a new record is created upon import or form submission if Slate does not have enough information to...

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. Name + Related Dataset: Exact match on name and re...

Consolidate Records The Consolidate Records section of your database allows you to evaluate and compare possible duplicate records and either merge them or exclude them. Below are descriptions for each action you can take within the Consolidate Rec...