Account Merge in mass

Hi all,
I am looking for a tool to merge accounts in mass. Support was unable to offer a suggestion and the Merge feature in OD only provides single updates. We were UpShot users and I had a third party tool that combined the data (or updated) and sent it back into CRM. Any suggestions on like tools would be appreciated. Thanks, Jennifer

Hi Jennifer,
This is Greg Sales at ActivePrime. This is what we specialize in and I am happy to discuss this with you.
Please feel free to contact me at your convenience. [email protected]
Looking forward to connecting with you!
-Greg

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Accounts merge on my new iPhone 5

Hi, I connected my new phone to my computer and my wife's iTunes account merged with mine. Now when I go to my app store it always ask me for her password. I have on my phone my apple id, and in the computer I'm login to my account. how can I fix this? now i have some apps on my phone that she download with her apple id, we have different apple ids, and we sync both iphones and ipads on the same computer. we have different credit cards on the apple ids. Why they merge? What Can I do?
Thanks

This is how I fixed it on my new iPhone 5S. Using the standard yahoo setting on my phone.
You will have to access "managing your app passwords" on your account profile for yahoo. Generate password for your app. For example: "My iPhone 5S'
Go to your Iphone and set up your yahoo mail account on your phone the normal way and you have to use the generated password. instead of the yahoo account password.
source:
http://virtualizeme.net/iphone-5-yahoo-mail-server-unavailable-fix/
I hope this helps,
cheers

Account Merge gives an error"Define realignment task"

Dear Gurus,
We have implemented BP CRM 2007(sup pack 2.0).
I have a problem in account merge. Initially the account merge was working but it never triggered
the batch job and so in the slave account no arciving indicator was set. Also I could never see any
batch job scheduled.
Then I applied the following notes:
Note 1229088 - Archiving flag not set after merging accounts
Note 1168481 - Account search result: Merge button active even if no auth.
Note 1233057 - Merge Accounts: missing error messages
Note 1233110 - Merge Accounts: dumpOBJECTS_OBJREF_NOT_ASSIGNED
Note 1146968 - Merge Accounts: Batch job does not transfer data
I am logging with standard SAP sales manager role & have given additional authjorization to create
task from action profile
Now its worse because I cannot even merge because I get an error message"Define a realignment task"
I hav done all settings as per Best practises & BP_Task action profile is assigned to task.
What step am I missing?
Thanks in advance
Teyna

Hi
1) Install SAPKU60003 or SAPKU60004.
2) Setup Number Ranges
IMG->Cross-Aplication Components->SAP BP->Data Cleansing-> Maintaine Number Ranges
or
IMG->CRM->Master Data->BP->DQA->Maintaine Number Ranges
Create line 01-0000000001-9999999999
3) In Task (1003) add the action profile BP_TASK.
IMG->CRM->Transactions->Basic Settings->Define transaction types
4) Create job CRM_BUPA_REALIGNMENT (periodic job 5-10 min)
SM36 - create
SM37 - view
ps. additionaly, u can use SE16 for looking CRMM_BUPA_MERGE table.
With regards.
Sergey.
Edited by: Kufaev Sergey on Oct 27, 2008 8:24 AM

Account Merge - Custom AB

Dear All,
Need help in merging information present in Custom Assignment Blocks and fields
Example: Customer A = Master
Customer B = Source
We have a custom AB which holds say 'Feedback or NPS' data.
How do i get this info merged during data cleansing?
Also say if i have few AET fields within Account , how can we have these field data merged?
Thank you in Advance
Cheers.

Hi Swetha,
Good evening
This is Mohammad i have worked for this Account merge process, what exactly you required tell me so that i will help you or i will share one good document to you. in which version your working in CRM?
you want to Merge the 2 business partners with complete data, like transactional data and relationships data? for this we need to follow some technical steps, and we need to apply several S notes. Please let me know i will help you for your requirement.
Regards
mohammad

HT204053 My apple id and icloud account merge together, i want to delete my icloud account because of some problems in name but i cann't delete my icloud account also and rename also can you give me suitable answer on my email address

My apple id and icloud account merge together, i want to delete my icloud account because of some problems on name so i want to change name or delete my icloud account .
<Subject Edited by Host>

You can't delete an iCloud account.
Once it is attached to an AppleID it is attached forever.
You can edit the name on your iCloud account or setup an email alias if you made a mistake with the email address.

Anyone experienced an "Account Merge" please?.....

.... and survived to tell the tale?
when I enquired recently about upgrading to Infinity the Sales guy told me that my account needed "merging". Something to do with part of it having been conceived on an old BT account system. So he said he'd do it, it would take 24 hrs and he'd call back. Never heard from him again. And the account seemed to be well-merged as things were - phone line, broadband, calling plan - but my MyBT now appears to be in meltdown
and I am getting anxious that I am being sucked into a BT black hole.

ljm wrote:
Hi flofoster, sorry but don't understand your post. What do you refer to as 'Account Merge'??
Just what I said ljm - that's all the guy told me. He said my accounts needed to be merged. I said that was hard to understand because I have only one account number and all charges are bundled together on one bill - broadband, line rental and telephone (inluding Anytime calls). He said it was because part of the account was under an old system. Who am I to argue when I am not versed in BT account management and know nothing about old, new systems and how account systems have changed over the years? I said all I could - that it looked "merged" to me.
He said it would take just 24 hours and would ring me back at a specific time the next day. He failed to do that. I never heard from him again.
duncan10 - thanks for the suggestion, but I can't find any details on those posts that indicates the nature of pre-merged accounts. Did they have different account numbers? Different bills - one for phone, one for broadband? Is there any clue on the many monthly bills that I have saved that indicates an unmerged/unaligned account? What are the symptoms of an unmerged unaligned account? All I can find in those posts is a large catalogue of unresolved horrendous chronic problems that arise when accounts are merged.
It's not looking good. I dare not try phoning BT because:
1. I don't have the time.
2. I don't trust them to get it right, or to tell me the truth.
Thank folks for all the help.

Customizing "Account Merge"

I want to customize "Account Merge" function in SAP CRM 7.0. In transaction BUSWU01, I have nodes CRM010, CRM020 & CRM085 (listed in best practices). What nodes and classes I need to specify in order to be able to merge basic Business Partner data, BP relationships and BP roles? Where I can see the full list of objects and classes that can be specified in this transaction?
I read the SAP note 436465, but I'm not sure that there is specified a full list of objects and that it is relevant.

Hello All,
To configure nodes in BUSWU01 you can refer to the attached excel in note 1055480. Alternatively if the tree structure is not displayed correctly in BUSWU01 then you can execute the report provided in note 1512517. This report will help to correct the entries in table TBZ5 after which you should be able to see the tree in BUSWU01.
PS: The nodes in BUSWU01 will not be displayed correctly if the parent-child info (field RELATSHIP in table TBZ5) is not correctly maintained. RELATSHIP = 2 implies the node is at the same level as the node mentioned in RELATKEY.
RELATSHIP =4 imples the node is a child node (of the node mentioned in RELATKEY) .
To see the business transactions in WebUI, you need to add node CRM370 to variant CLEARING (if there are too many business documents this could lead to performance issues). Usually business transactions (node CRM370) is part of variant CLEAR_REP and will be merged by the batch job BUPA_REALIGN automatically.
Note: If a node is part of both variants CLEARING and CLEAR_REP then this node will not be displayed in WebUI and will be merged by the batch job. If you want to see any node in UI then this node should ONLY be part of variant CLEARING.
Hope this helps...
-Ganesh

Account Merge - Moving Contact Persons

Dear all,
when merging two accounts we face the following issues:
- The copied contact persons from the source account do not get the work address from the master account
- The contact persons are only copied.
Is there a way to "move" the contact persons from the source account to the master accout and assigning them the new work address?
System: SAP CRM 7.0/SP5
Thanks and regards,
Jodi

Hi All,
I am also having an issue when moving contact persons on Account Merge.
The contact person's telephone number and email address does not get copied across to the master account from the source account. however other fields such as function and department for the contact do get copied across.
I am using CRM 2007 sp4.
Any ideas?
Thanks,
Jonathan

Account merge across 2 parties?

I have an SR open but wanted to get other input.
We have a situation where we have 2 valid parties, call them Org A and Org B.
Org A has two accounts, Org-A-Account-1 and Org-A-Account-2.
Org B also has two accounts, Org-B-Account-1 and Org-B-Account-2.
We need to be able to merge Org-A-Account-2 into Org-B-Account-2 so that we're left with:
Org-A --- 1 Account
Org-B --- 2 Accounts
When I try to do the account merge it says that I can't do that, and that I need to merge the parties first, but I don't want to merge the parties. I basically want to move the account from party a to party b.
Any thoughts/suggestions?
thanks

haha, disregard... the suggestions that popped up immediately after I had posted this query provided the necessary answer!
Thanks ;-)

Business Transactions missing under reference data while account Merge

Hi Experts,
I am using SAP Standard account merge utility available in CRM 7.0 . After confirming Master and Source account in cleansing report when the overview page opens for confirmation and for address confirmation, i am not able to see Business transaction under the "Reference Data". all other data entities are present.
please provide me the inputs for whether some customization is missing or some setting needs to do.
<< Moderator message - Please do not offer points >>
Regards,
Sanket Chougule
Edited by: Rob Burbank on Dec 8, 2010 3:58 PM

thanks for the reply again.
we can hide or can control the data to be get listed in the refrence data . there is a simple customizing (T Code BUSWU02), there on right hand side we need maintain the data entity that needs to get displayed and to be merge with Master.
For more details go to bellow mentioned link:
http://help.sap.com/saphelp_crm70/helpdata/en/52/cff837a9aae651e10000009b38f8cf/frameset.htm
my problem is solved and now business transactions are listed in under reference Data.
Thanks,
Sanket Chougule

Duplicate Accounts merging in Interaction center

Hi,
I created 2 acounts with same data like adress postal code and country etc.when i am trying to merge log in with interaction centre agent.it is showing merging option after click on merge screen is disappeared there is no message like
accounts merged etc.
Please give me inputs for solving this issue
Thanks & Regards
Kishore Kumar

Hi Kishore,
Check the SAP Note 900293 ("Merge Accounts" in IC WebClient) that comprises useful information on the "Merge Accounts"
functionality of the CRM WebClient.
Best Regards,
Heber Olivar

What is the T.Code to clear gl accounts in a mass manually?

Hello Experts,
is there any T.code to clear the GL accounts in mass manually?
Because F-03 is for single gl account and F.13 is for automatic clearing purpose where clearing Criterion is maintained before in OB74.
The scenario is like:
I have more than 100 gl accounts and every gl account have a lot of line items and if i go for F-03 for manual clearing then it will be time consuming and i cannot go for F.13 because Assignments fields are not maintained properly to those gl accounts.
So is there any solution for my requirement?
Regards,
Sumeys Offrin

Hi
I was faced with more or less like your situtation during New GL migration where in we had almost 1250000000 Open Items in almost 200 GL Accounts. We identified the nature of postings in the GL Accounts, for eg, Tax Offsetting Posting. We than created one GL Account, for posting a summy posting and using T Code F-07, transferred the balance to this GL Account and posted back the balance to the original GL Account as a single line. While posting the first entry we cleared the open item.
This is a one time solution and the user has to clear the open items regularly.
Regards
Sanil Bhandari

Account merging issues

So I merged my account to my windows ID (hotmail) when I got windows 8.1 and installed it. I merged my account because the default skype that comes with 8.1 forced me to do so, not upset about that, just a fact. The issue at hand is now that I'm trying to use it again because it works better on my home connection, it's telling me I need to merge my account again. Which I can't do because it's already merged and not allowing me to login, are there any quick fixes for this? I'm sorry if this has been posted before, to be honest I didn't look very hard and I'm just kind of frustrated and hoping someone can give me a link or quick answer. I need to use it for my job and can't do so because of this. The Downloaded client doesn't work very well on my home connection which wasn't an issue until today. Any help will be greatly appreciated.

Update: I have found the cause of this strange behaviour.
The problem was the relationship between Account/Parent Account using S_ORG_EXT.PAR_OU_ID
Looking at the Siebel log file I saw the same SQL statements was issued thousands of times (with the same variables bound) and it showed up that Account A had Account B as it's parent account, while Account B had Account A as it's parent account. During the merge process Siebel seems to do some checks where in this case it runs into an infinite loop which explains the open cursors reaching the max value after a while.
Siebel seems to throw an error when trying to create such an invalid structure through the UI (circular loop detected - invalid hierarchy structure) but it seems somehow the relationship came into the system (EIM?).
So now that the invalid structure was removed manually, the merge completed.
Thanks

Bulk Account Merge

Hello Experts,
I have a situation where I need to merge good number of accounts: some 500 accounts are needed to be merged to different 500 accounts. I need to know if any report exists in CRM 7.0 to execute this or any upload possible for it. Also if somebody has any knowledge about the function module that can be used for this purpose, Pls share it.
Thanks & regards,
Shashank Agrawal

Hi Shashank!
Yes, you can use the Data Quality Administration Framework in CRM. This helps you to merge duplicate Account records which are included in Target Groups. It's possible to do the merge in a Task "Integrated Duplicate-Check" or to export a file with duplicate Account Records and do an import of a modified file, where all duplicate Records are marked as Duplicates.
For further information I like to recommend my Blogs about DQA:
CRM - Why is it so important to take care for Data Quality?
[/people/arno.meyer/blog/2009/10/01/crm--why-is-it-so-important-to-take-care-for-data-quality|/people/arno.meyer/blog/2009/10/01/crm--why-is-it-so-important-to-take-care-for-data-quality]
CRM 2007: Different use-cases for merging duplicate Account Records
[/people/arno.meyer/blog/2008/09/11/crm-2007-different-use-cases-for-merging-duplicate-account-records|/people/arno.meyer/blog/2008/09/11/crm-2007-different-use-cases-for-merging-duplicate-account-records]
Best regards,
Arno

Account merge

What about merging sub accounts or creating a sub from an existing?

OK, help me with this one please, give one clear answer so I wont over think that there is hope lol, I have 2 accounts one German because I used to live in Germany and didnt do any purchases on its store maybe little things (dont care about them) but all of my freaking trophies are on it its lvl 15 trophies, and the other account is USA which all of my purchases are on it like hundred of dollars worth, so I PURCHASE from the US one and PLAY on the German one to keep my trophies..... so the thing is I want to keep the US one and use it because of PS+ but dont want to lose my trophies, I cant access my special things like avatars and PS+ games when I use the German account for trophies Long story short, Please tell me I can transfer my trophies from my German account to US one lol, OR WORST scenario that I can change the German region to American PLEAS HELP PEACE

Account Merge in mass

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