Data quality monitoring with duplicate detection and cleansing
ART-2911_KNOWLEDGE_NODE-24
[Documentation](/docs)\n3. [Snap-ins](/docs/snapins)\n[Automate](/docs/automate)\n[Account deduplication](/docs/automations/account-deduplication)\n\nAccount deduplication\n=====================\n\nThe Account Deduplication snap-in streamlines account management by merging duplicates imported from various external sources. It consolidates the primary account, which remains synced with the external source, and the secondary account, which ceases syncing.\n\n![]()\n\nFor more information, refer
Account deduplication | Automate | Snap-ins | DevRev
ART-2045_KNOWLEDGE_NODE-37
next to the display ID in the vista view without switching. You can use sync filters in vista view too.\n\nUser deduplication\n------------------\n\nWhen migrating data, ensuring the accuracy and consistency of the data is paramount. This section describes how AirSync handles potential duplicates and the processes that can be used to clean up duplicates.\n\n[Users](https://docs.devrev.ai/product/core) are team members, specifically, they\'re considered members of the DevRev organization.
AirSync | Snap-ins | DevRev
ART-2911_KNOWLEDGE_NODE-25
to the [Account Deduplication snap-in](https://marketplace.devrev.ai/account-deduplication) on the DevRev marketplace.\n\nInstallation\n------------\n\n1. Open the DevRev marketplace and install the **Account Deduplication** snap-in.\n2. Select the workspace where you want to install the snap-in, confirm your selection, and click **Deploy snap-in**.\n\nConfigure\n---------\n\n1. Go to **Snap-ins** > **Account Deduplication** > **Configure**.\n2. Fill the configuration with the primary and
Account deduplication | Automate | Snap-ins | DevRev
ART-2911_KNOWLEDGE_NODE-29
the tags, you can verify by filtering Vista using the **duplicate-account** and **original-account** tags. You can remove a tag from an account to prevent the merging of specific accounts. If there are multiple duplicates, merge them manually. The link to the account is available in the timeline entry under **Discussions**.\n2. Verify the duplicate accounts.\n3. Enter /merge\\_duplicates to merge secondary account into primary account.\n\n   ![]()\n\n   If the timeline entry remains unchanged
Account deduplication | Automate | Snap-ins | DevRev
ART-2045_KNOWLEDGE_NODE-46
organizations in Zendesk, or accounts in Salesforce.\n\nAn AirSync doesn\'t deduplicate imported accounts; rather, it modifies them so that new accounts don\'t violate DevRev constraints. These accounts can be merged after the import has been completed. Since DevRev has several constraints on the uniqueness of different DevRev account fields, AirSync avoids breaking these constraints by following these rules when another account is already using the unique value:\n\n| Account Field | Rule |\n|
AirSync | Snap-ins | DevRev
ART-2045_KNOWLEDGE_NODE-50
against existing contacts. The user email is used as the deduplication field. The deduplication happens at the account level. Contacts without an account are treated as being in the same pseudo-account.\nWhen a contact is deduplicated, the records and comments of the incoming contact are associated with the existing contact.\n\nThe following scenarios illustrate how this AirSync contact deduplication mechanism works:\n\n| Existing Contact | Incoming Contact | Result |\n| --- | --- | --- |\n|
AirSync | Snap-ins | DevRev
ART-13117_KNOWLEDGE_NODE-2
from multiple systems, but if doing that you should be aware it's possible you're overwriting data from one or the other system.Does Airdrop support automatically merging duplicates?\n\nYes, Airdrop does support merging duplicates, but only for accounts. Since currently it's impossible to unmerge accounts, this is not enabled by default. Talk to your customer support representative and the Airdrop team can enable automatic merging of accounts from whichever external system you want.How does
Airdrop duplicates merging
ART-2045_KNOWLEDGE_NODE-45
user.\n\nTo perform a merge:\n\n1. Open the list of *Unassigned* or *Shadow* users.\n2. Select the action **\xe2\x8b\xae** menu > **Merge User**.\n3. Find the *Active* user you wish to merge with.\n\nAccount deduplication\n---------------------\n\nDevRev accounts help you keep track of your [customers](https://docs.devrev.ai/product/customers). AirSync can import accounts from various external sources. Accounts from external sources can have varying names, such as companies in Hubspot,
AirSync | Snap-ins | DevRev
ART-13117_KNOWLEDGE_NODE-4
of domain, different websites can still match if their domains match, e.g., google.com/page1 and google.com/page2 are different websites, but have the same domain google.com) and thus accounts with those two websites would be merged\n\nBoth accounts have the same display name and at least one matching domain or websiteExamplesI have the same accounts in Salesforce and Zendesk and would like to import them into DevRev without duplicates. I want to sync updates from Salesforce to DevRev, but I
Airdrop duplicates merging
ART-13117_KNOWLEDGE_NODE-6
DevRev, and the duplicate accounts from Zendesk should be merged into those from Salesforce. After the Zendesk import has finished, you should be able to see import tags from both systems, i.e., Salesforce import and Zendesk import on the accounts that were from both systems and were merged."
Airdrop duplicates merging
ART-2911_KNOWLEDGE_NODE-28
**Save** and **Install**.\n\nDeduplicate accounts\n--------------------\n\n1. Enter /add\\_tags in the Discussion section of snap-in to start adding tags\n   to primary and secondary account.\n\n   ![]()\n\n   If the timeline entry remains unchanged for an extended period, use /add\\_tags stop to change the status from "running" to "stop". To reset the script completely, use /add\\_tags reset, which removes the checkpoints that allow the script to continue from a specific point. After adding
Account deduplication | Automate | Snap-ins | DevRev
ART-13117_KNOWLEDGE_NODE-0
b"Will Airdrop recreate/duplicate merged accounts or contacts?\n\nNo, Airdrop can recognize that you merged an account or contact, so it will not create them again and will keep updating any linked tickets or other linked objects.Updates from an account in the external system are not synced to DevRev, why not? I merged the account with another in DevRev.\n\nOnce you merge an account or contact, Airdrop stops syncing updates to it (just to the account or contact, not to the linked items, linked
Airdrop duplicates merging
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systems\n\nDevRev : AI-powered search draws on past conversations and external data\n\nDevRev : Built-in AI can dedupe, cluster, classify, route, generate, and attribute information\n\nPylon : AI agents constrained to internal data only, no external system access\n\nCustom Workflows\n\nDevRev : AI decision nodes for intelligent workflow routing based on context\n\nDevRev : No-code workflow building with simple prompts and easy import capabilities\n\nDevRev : Track customer sentiment in
Pylon - Competitive - for the PLuG on website