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Bulk Imports

NOTE: This process is for INTERNAL RNL Staff only and should not be attempted by any other users. The process is designed to support RNL Marketing Services. 


When a file contains the word 'Bulk', it is treated as a Bulk Import rather than a Standard Import. This import type means that all records will be INSERTED without attempting to match existing records. Once the records from the file are inserted, a duplicate checking/merging process is kicked off. Details are below.

  1. Duplicate merging is triggered when an import with “Bulk” in the name changes to Completed or Completed w/ Exceptions. 
  2. All bulk import records that have not already been checked for duplicates are checked at this time, regardless of whether they belong to the import that triggered the duplicate checking.  Multiple bulk imports should be avoided for this reason.  Imported records will only be checked once, however.
  3. Duplicates are defined in three ways:
    1. Same First Name, first three characters of Last Name, first four characters of Address Line 1, first five characters of Postal Code, and Role ID (null Role ID matches to null Role ID).
    2. Same Email Address 1, First Name, first three characters of Last Name, and Role ID.
    3. Same ID value and ID name.
  4. Duplicate person records are deleted.
    1. Missing fields in the older person record are updated from the duplicate record.
    2. All sub-records from the duplicate record are reassigned to the record that is kept.  This may create duplicate sub-records.
  5. Opportunities belonging to the duplicate person are merged with those of the surviving record.
    1. Opportunities are merged if they have the same Opportunity Type and Entry Term.
    2. Missing fields in the opportunity record are updated from the duplicate record.
    3. Duplicate opportunities are deleted.
    4. All sub-records from the duplicate opportunity record are reassigned to the record that is kept.  This may create duplicate sub-records.
  6. The bulk import has its status set to Bulk Import Completed or Bulk Import Complete w/ Exceptions when the duplicate checking is finished.
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