This topic contains 6 replies, has 0 voices, and was last updated by cadamson 8 years, 3 months ago.
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June 28, 2016 at 12:34 pm #6670
cadamsonI’ve come up with a list of several thousand “bad” customer adddresses that I want to cull from the system. Duplicates, blanks, misspellings, etc. I know their customer internal IDs and address internal IDs, but can’t define. Is there a good way to systematically remove or inactivate address records? It doesn’t look like CSV import will perform this function. Can someone point me in the right direction?
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June 28, 2016 at 12:37 pm #6671
javierThis can be done by doing just the opposite. You can pull just the good addresses and perform a sublist override on a CSV import to only leave the customers with their valid addresses.
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June 28, 2016 at 12:43 pm #6672
cadamsonOriginally posted by javier
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This can be done by doing just the opposite. You can pull just the good addresses and perform a sublist override on a CSV import to only leave the customers with their valid addresses.
Obviously I’ll be testing that…but can I limit this to the sublists for which I am updating, say by using the key? It would be unfortunate to clean addresses and accidentally dump contacts…
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June 28, 2016 at 1:11 pm #6673
cadamsonAh, I see how it works. Very nice. Thank you!
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June 28, 2016 at 4:07 pm #6674
javierNo worries. Glad it worked out well for you.
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June 30, 2016 at 11:27 am #6675
errolI know I’m a few days late here, but I would think about what impact that approach would have on your data. Doing an override on CSV import will essentially delete all the addresses, and add new ones. This means that the same address will now have a new ID and any records that used that reference may be broken. For example a Shipping Address on a Sales Order that was linked to that particular Address you did an overwrite on would then become a “Custom” address on that transaction, not tied to an Address on the Customer. That may or may not become an issue down the road depending what type of analysis you would want to do on the addresses.
Also, if you have any custom fields of list/record Address, Those values would get nulled out entirely and you would lose that data.
Just something to be cautious of. I personally would do this with a script to go and delete only the ones you want.
errol replied on 06/30/2016, 11:49 AM: I take this back, I just did a quick test and it looks like you can reference the existing ID and it will keep that ID and not fully replace it. So as long as you do that, this approach would work great!
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July 29, 2016 at 9:15 am #6676
cadamsonReporting back – it requires very careful use of CSV import settings to get it right, and we actually did completely burn our sandbox data before figuring it out. There are particular problems if you want to retain multiple addresses but not all of them. Keep in mind that if you are overwriting the sublist that EACH row in your import will independently overwrite the sublist.
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