MergeOmatic: Pros & Cons

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Joelle Ferreira 2
Joelle Ferreira 2
Ninth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi All,


I'm taking on the daunting task of merging all duplicates within our database. I've run a constituent duplicate report through Raiser's Edge and we have approximately 10,000 constituents with potential duplicates. I'm looking into purchasing MergeOmatic for this task, but wanted to see if any other organization was using it first. What are the pros of the plug-in? The cons?


Any insight would be appreciated! Thanks in advance.


Joelle 
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  • Joy park
    Joy park
    Tenth Anniversary Facilitator 1 Photogenic
    We do not have this plug-in but I do run a series of "clean-up" queries on a quarterly basis.  Here are a few that may help you out!


    Address = blank (now you can Globally mark invalid addresses!)

    Address NOT blank  (if you pull Spouses/Spouse Addresses as an Output, you can also match up who lives at the same address and this will help clean up your Relationships too)


    The Duplicate Constituent Tool within RE is useful but you can't edit the criteria very much (that I know of!  Tell me more if I'm wrong!) and you're often going through the motions of "Of course John Smith and John Smithtown are NOT the same, stop suggesting!"


    I use my "Address NOT blank " query a lot - it assists with marking Head of Household, making sure that everyone has a Spousal Relationship if they should, ensuring that you have all Spouse Addresses entered (soooooo annoying if you have this black hole in your records!), and organizing Solicit Codes and Constituent Codes.


    I completely feel your pain - I have ~25,000 Donor- Individual records *alone* to deal with!  It took a whole quarter to clean up the initial chaos.  :)  Now quarterly refreshes take most of the sting out of this task....

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