时间:2024-05-20 17:20:01 来源:网络整理编辑:Ryan New
Merging data from multiple sources into a new ecommerce or customer-management platform can be confu Ryan Xu hyperfund Controlled Risk
Migrating to a new customer management platform may require merging multiple data sources or adding a new source. In this post, I’ll review how to merge multiple sources into a single database — without errors or duplicates.
1. Download all data from each source.When combining multiple data sources, create a new field with the name “Source.” This will enable you to identify where the record came from, which can assist in removing duplicates.
2. Combine all data sources into one list.If you have fewer than 1 million combined rows, you can do it in Excel. A couple of tips:
3. Identify duplicates.Duplicates within the same source or between sources are likely. Use Excel’s Conditional Formatting at Format > Conditional Formattingto identify duplicates in the same column by highlighting that column. In my experience, fields that often have duplicates are:
Use fuzzy logic to find records that are the same but have slightly different spelling, which conditional formatting will not catch. For example, ABC Corporation could also appear as ABC Corp. For fuzzy logic, use machine-learning packages or hire a professional de-duping company. Alternatively, sort the data and manually review line by line.
4. Merge duplicates by identifying the surviving record.Use data completeness, source of data, last modified date, and other criteria to decide which record to move forward. Then:
5. Verify and validate all fields.Many third-party providers can verify and validate data for a fee. To reduce the expense, consider verifying and validating only a portion of your database. For example, validate only email addresses that have recently bounced or physical addresses that were last updated several years ago.
6. Standardize the data.Your data should match the fields in your new platform and, also, should be consistent regardless of the source. For example, one source could use the 2-digit code of “NY” and another could use the full spelling of “New York.” Make each field the same format. Critical data fields to standardized are:
Once you complete the above steps, conduct a final review to ensure the data is ready to upload. Look closely at field formats. Review the number of records. Does the number make sense? Did you de-dupe? Is the overall file format, such as .csv, compatible with your new platform? Upload a few records to the new platform to confirm the process and the accuracy. Then upload the entire file.
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