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1 -Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
1 +Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)
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1 -WebHome
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1 -XWiki.admin
1 +XWiki.melanie@one-count_com
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 -This lesson describes how to use the Bulk Operation tool in the USER OPERATIONS module to merge duplicate user records. Performing a batch merge will merge duplicate records into one selected record.
7 + This lesson describes how to use the Bulk Operation tool in the USER OPERATIONS module to merge duplicate user records. Performing a batch merge will merge duplicate records into one selected record.
8 8  
9 9  Please refer to the Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
10 10  
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11 11  === IMPORTANT NOTE – FIRST GENERATE A FILE OF DUPLICATES TO BE MERGED ===
12 12  
13 13  (% style="color: rgb(164,10,10);" %)**Note that prior to performing a merge, you must generate a csv file of duplicate ocids. ~*~***(%%)
14 -(% style="color: rgb(164,10,10);" %)**The first column of the file should have the ocid of the user you wish to keep (i.e. the ocid of the user you wish to merge duplicate users into). **(%%)
14 + (% style="color: rgb(164,10,10);" %)**The first column of the file should have the ocid of the user you wish to keep (i.e. the ocid of the user you wish to merge duplicate users into). **(%%)
15 15  (% style="color: rgb(164,10,10);" %)**The second column should have a list of duplicate ocids (i.e. ocids of duplicate users that you wish to merge into the one user in the first column). **(%%)
16 16  (% style="color: rgb(164,10,10);" %)**Be sure that the file doesn't have any duplicates within itself.**
17 17  
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27 27  
28 28  ocids 40754 and 45770 will be merged into ocid 30290, ocids 39314 and 46162 will be merged into ocid 20834, ocid 38146 will be merged into ocid 28138, ocid 41994 will be merged into ocid 19385.
29 29  
30 -=== IMPORTANT NOTES – STATISTICS, NEWSLETTER LISTS, AND MERGED RECORDS ===
30 +=== IMPORTANT NOTE – STATISTICS, NEWSLETTER LISTS, AND MERGED RECORDS ===
31 31  
32 -1. All transaction data and product subscriptions from a removed/merged user will be moved to the kept user's record.
33 -1. Each piece of demographic data has a timestamp attached to it. When users are merged, whichever has the latest timestamp on a per question basis becomes the latest info for that user. Each demographic field with the latest timestamp will be included in the "kept" users record. **NOTE**: Usernames and passwords qualify as demographic information that will be updated to the latest timestamp as well.
32 +All transaction data and product subscriptions from a removed/merged user will be moved to the kept user's record.
34 34  
34 +Whatever is the latest demographic data will be included in the "kept" user's record. Each piece of demographic data has a timestamp attached to it; and when users are merged, whichever has the latest timestamp on a per question basis becomes the latest info for that user.
35 +
35 35  When merging records/users, email stats stay the same. For example,
36 36  
37 37  * four records are merged into one, and
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38 38  * all are subscribed to the same newsletter, and
39 39  * there are four unique opens for those users (one unique open per user) for that newsletter, and
40 40  * the unique opens count will stay at four.
41 -If you drill into the List Wizard to generate a list of the users, only the record that was kept (the ones other ocids were merged into) will be included on the list.
42 + If you drill into the List Wizard to generate a list of the users, only the record that was kept (the ones other ocids were merged into) will be included on the list.
42 42  
43 43  Users will be processed differently depending on the email engine.
44 44  \\If using the ONEcount email engine, those users who have been removed (merged into another ocid) and who were subscribed to the same newsletter list(s) as the kept user will be deleted in the ONEcount email engine. If a removed user is subscribed to an email list that the kept user is not subscribed to, the kept user will be added to the newsletter list.
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47 47  
48 48  === OPEN THE BULK OPERATION WINDOW ===
49 49  
50 -=== Select DATA MANAGEMENT from the Main Menu. ===
51 +=== Select USER OPERATIONS from the Main Menu. ===
51 51  
52 -\\
53 +[[image:attach:media_1430151147663.png||align="center"]]
53 53  
54 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
55 +=== Select "BULK OPERATION" from the USER OPERATIONS sub-menu. ===
55 55  
56 -=== Select "BULK OPERATIONS" from the DATA MANAGEMENT sub-menu. ===
57 +[[image:attach:media_1430151210830.png||align="center"]]
57 57  
58 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 7.png||thumbnail="true" height="250"]]
59 -
60 -\\
61 -
62 62  This will open the Bulk Operation main window, as shown below.
63 63  
64 64  === BULK OPERATION Main Window ===
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113 113  
114 114  You will receive email notification at the email address you provided when the merge is completed.
115 115  
116 -\\
117 117  
118 -**IMPORTANT NOTE:**
119 119  
120 -Performing merge operations on user accounts will not be reflected in the clients external ESP analytics, however those merged accounts will be reflected in ONEcount's analytics. This may lead to a small difference in metrics between each database, however the results in ONEcount would be reflective of the more accurate real-time information.
121 -
122 -\\
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126 126  {{id name="End ScreenSteps Content"/}}
127 127  {{/layout-cell}}
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158 158  (% style="margin-left: 60.0px;" %)
159 -[[Preparing for Data Import>>doc:OD.Getting Started - Preparing for Data Import]]
140 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
160 160  
161 161  (% style="margin-left: 60.0px;" %)
162 -[[doc:OD.Pre-Import Checklist]]
143 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
163 163  
164 164  (% style="margin-left: 60.0px;" %)
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166 166  
167 -
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175 175  (% style="margin-left: 60.0px;" %)
176 -[[How to Create an Import Mapping Template>>doc:_Archive.Import - How to Create an Import Mapping Template]]
149 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
177 177  
178 178  (% style="margin-left: 60.0px;" %)
179 -[[How to Use an Import Mapping Template>>doc:_Archive.Import - How to Use an Import Mapping Template]]
152 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
180 180  
181 181  (% style="margin-left: 60.0px;" %)
182 -[[doc:OD.Add Audience]]
155 +[[Add Audience>>doc:Add Audience (v12\.x)]]
183 183  
184 184  (% style="margin-left: 30.0px;" %)
185 185  **Batch Operations**
186 186  
187 187  (% style="margin-left: 60.0px;" %)
188 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Delete]]
161 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
189 189  
190 190  (% style="margin-left: 60.0px;" %)
191 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Product Change]]
164 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
192 192  
193 193  (% style="margin-left: 60.0px;" %)
194 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Status Change]]
167 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
195 195  
196 196  (% style="margin-left: 60.0px;" %)
197 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Subscribe]]
170 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
198 198  
199 199  (% style="margin-left: 60.0px;" %)
200 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch UnsubscribeKill]]
173 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
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213 213  (% style="margin-left: 30.0px;" %)
214 214  **Target Audience Segments**
215 215  
216 216  (% style="margin-left: 60.0px;" %)
217 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:OD.Segment Manager]]__
182 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
218 218  __
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220 -\\
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223 223  {{/expand}}
224 224  {{/panel}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66658/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
1 +https://info.onecount.net//wiki/spaces/OD/pages/67688/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)