De-duplication and Merge

How to use the de-duplication/merge wizard to merge People or Organisations.

Duplicate data can cause a number of issues in your Workbooks database: inaccurate reporting, lower work efficiency, wasted resources, etc. Workbooks has two methods of cleaning your data and removing duplicate records:

• Workbooks Merge
• Workbooks DQ

Workbooks Merge

Workbooks’ own Merge functionality comes as standard with any Workbooks license, and is designed to help you remove duplicate records in batches of up to 5 records at a time. It uses simple rules on email addresses and Organisation names to find matches. As such, this is best suited for databases that have a smaller number of records, or those that are confident that their data is of a high quality. You can find out more about the Workbooks Merge functionality here.

Workbooks DQ

Workbooks also offers Workbooks DQ, an optional extension that can be purchased alongside your Workbooks license. For more information about pricing, see our Pricing page. Workbooks DQ provides a much more in-depth way of managing duplicate data by making use of matching rules and configuration done within the Workbooks DQ window. One key feature of Workbooks DQ is that it can de-dupe thousands of records at a time, making it ideal for databases with large amounts of data. More information on this can be found here.