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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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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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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.
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 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. ===
50 +=== Select USER OPERATIONS from the Main Menu. ===
51 51  
52 -\\
52 +[[image:attach:media_1430151147663.png||align="center"]]
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54 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
54 +=== Select "BULK OPERATION" from the USER OPERATIONS sub-menu. ===
55 55  
56 -=== Select "BULK OPERATIONS" from the DATA MANAGEMENT sub-menu. ===
56 +[[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"]]
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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 -\\
112 +
117 117  
118 118  **IMPORTANT NOTE:**
119 119  
120 120  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.
121 121  
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159 159  (% style="margin-left: 60.0px;" %)
160 -[[Preparing for Data Import>>doc:OD.How-To and Cookbooks.Getting Started - Preparing for Data Import]]
147 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
161 161  
162 162  (% style="margin-left: 60.0px;" %)
163 -[[doc:OD.Pre-Import Checklist]]
150 +[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
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165 165  (% style="margin-left: 60.0px;" %)
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177 177  (% style="margin-left: 60.0px;" %)
178 -[[How to Create an Import Mapping Template>>doc:_Archive.Import - How to Create an Import Mapping Template]]
156 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
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180 180  (% style="margin-left: 60.0px;" %)
181 -[[How to Use an Import Mapping Template>>doc:_Archive.Import - How to Use an Import Mapping Template]]
159 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
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183 183  (% style="margin-left: 60.0px;" %)
184 -[[doc:OD.Add Audience]]
162 +[[Add Audience>>doc:Add Audience]]
185 185  
186 186  (% style="margin-left: 30.0px;" %)
187 187  **Batch Operations**
188 188  
189 189  (% style="margin-left: 60.0px;" %)
190 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Delete]]
168 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete]]
191 191  
192 192  (% style="margin-left: 60.0px;" %)
193 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Product Change]]
171 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change]]
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195 195  (% style="margin-left: 60.0px;" %)
196 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Status Change]]
174 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change]]
197 197  
198 198  (% style="margin-left: 60.0px;" %)
199 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Subscribe]]
177 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
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201 201  (% style="margin-left: 60.0px;" %)
202 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch UnsubscribeKill]]
180 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
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217 217  **Target Audience Segments**
218 218  
219 219  (% style="margin-left: 60.0px;" %)
220 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:OD.Segment Manager]]__
189 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
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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/11927739/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)