Detaching emails from constituent records

The Deduper Detaching Process from Data Imports is very useful as it helps automate the overall process of detaching emails.

Step 1: Export data

• Click on “Export data” to download a spreadsheet of all duplicates.
• Use the spreadsheet to get the System record ID of a constituent.
• Create a query including System Record ID.
• If no emails are found, the process ends.
• If emails are found, continue through the steps.

Step 2: Review records

• If an email is found, click on the record.
• Convert both emails to lowercase and compare the primary email address in the record to the spreadsheet.
• If emails are different, the process ends.
• If emails are the same, continue through the steps.

No sales orders found

• If no sales orders are found, check to see if the constituent has multiple email addresses.
• If more than one email is found, look for the non-primary email and set it as the new primary.
• If only one email is found, remove the attached email address.
• After the email is detached from the constituent record, the process ends.

Sales orders found

• For sales orders found, all delivery email addresses are available.
• Compare each delivery email address with the primary email address.
• If the email address is the same as the primary email address, it is saved.
• Use the Lookup of the sales order to restore data if needed.
• If the email address is not the same as the primary email address, it is ignored.
• All the sales orders that match the primary email address are shown.
• Remove the delivery email address from each sales order
• Store the lookup ID for each order as a backup.
• Check if the constituent has more than one email address.