Data and migration · ASRR Tech
How do you clean duplicate contacts before migration?
Compare several identifying details and review uncertain matches manually. Preserve relevant history before merging or excluding records.
A practical example
Two people at one company share a general email address.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Choose identifiers.
- Review possible matches.
- Preserve history.
What does success look like?
Merging does not confuse different people or journeys.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Data and migration: the wider process
Migration moves a working process, not just a file. Decide which data is still active and which should remain historical. Define fields and statuses before converting them. Start with a representative sample and have future users review it. Compare record counts and inspect individual records. Agree when changes in the old system stop and who resolves errors. Verify the import options available for your configuration before treating a file as the final handover.