How to Stop Duplicate Customer Records worksheet

CUSTOMER RECORD MATCHING WORKSHEET

Main customer system:
Entry routes (forms, imports, orders, manual):
Customer ID field:
New-customer matching field:
Formatting rules:

DECISIONS
One clear match:
No match:
Several matches:
Shared email address:
Changed email address:
Blank field handling:
Record owner rule:

REPEATED JOBS
Source event reference:
Completed-event record:
Concurrent request protection:

EXISTING DUPLICATES
Recovery export location:
Who reviews merges:
History and preferences to preserve:

TESTS
New / repeat form / shared email / changed email / blank field / retry / import twice:


From Automations For Business
https://automationsforbusiness.com/blog/how-to-stop-duplicate-customer-records