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DemandTools has the powerful ability to reference objects up to five hierarchly levels above a given object. This is invaluable to be able to reference fields on related objects. One use case that comes up often, is the need to clean up records with ...

Pugs_Validity · 10-07-2025

A common concern we hear with Deduping records is the ability to retain valuable information from the same field across multiple records when merging. The initial solution for this within DemandTools was the Field Copy Unique Field Rule in Dedupe. Fi...

Pugs_Validity · 06-13-2025

Our in-house formula wizard @AnthonyValidity has came up with a helpful formula for a use case we've commonly ran into. If you are matching addresses but need to ignore a specific floor, unit, apartment, suite, room or building that may be listed aft...

Pugs_Validity · 05-06-2025

The instructions below detail how you can utilize the Import module to insert child objects soley using a external ID located on a parent object. For this process, we’ll be utilizing the Import module and perform an Upsert operation.This process wil...

Pugs_Validity · 11-14-2024

@JonG_Validityworked with a customer for an awesome use case we had to share. Using DemandTools new Formula Template operation, the Import module supports several different ways to transform raw data using out of the box Transform Operations or a For...

Pugs_Validity

@NA - Ah, apologies. If they tie, it will come down to whether or not you have a Score Delta on the Winner Rule. With no Score Delta, DemandTools will select one of the tying records at random. If you turn the Score Delta on, it will not select among...

Pugs_Validity

Hey @LizK - Since you are using a file, we'll want to use Import. Go into Import -> Load the Import File -> Select the Update operation -> Select Key Field as your method -> Select User as your object. From here, you'll see Import File headers listed...

Pugs_Validity

@NA - The winner. The merging of the loser record would break it's portal user relationship.

Pugs_Validity

@NA - The user is not carried over when merging from the losing record. We've found most people will avoid merging portal users for this reason. The alternative would be to export your results and transfer it independently beforehand. DemandTools doe...

Pugs_Validity

Hey @NA - Could you clarify which user records specifically you are referring to? The owner of the records or more the user associated with contact, such as a Portal User?

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Use Case: Deleting Records with no Child Relationships

Combining field values from multiple non-winning records

Ignoring specific Floors, Units, Apartment, Suites, Rooms & Buildings when Matching Addresses

Importing Records utilizing an External ID located on a Parent Object

Use Case: Using DemandTools To Transform Raw Data

Re: What happens to the contact's USER record(s) when a contact is merged?

Re: Which is correct path to update 1 field on User record: Modify or Import or Tune?

Re: What happens to the contact's USER record(s) when a contact is merged?

Re: What happens to the contact's USER record(s) when a contact is merged?

Re: What happens to the contact's USER record(s) when a contact is merged?

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