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

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hi.
when i have a IT Role, name is it_role_name,
if i want to assign a role to a lot of account.
i setup some configure at Launch Bulk Account Actions tab like From Action List, Get action list from
Input Area et...
is it right??
Input area instruction：
command,user,waveset.roles
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Update,user2,it_role_name
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Update,user5,it_role_name
........

Hi,
What you have should work OK. See [http://docs.sun.com/app/docs/doc/820-5822/byaej?a=view] for more info
As a guide here is an extract of a upload file that I use
Where a user does not have a role then use
command,user,waveset.roles
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command,user,waveset.roles
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This is how I fixed it on my new iPhone 5S. Using the standard yahoo setting on my phone.
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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
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Note 1168481 - Account search result: Merge button active even if no auth.
Note 1233057 - Merge Accounts: missing error messages
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Thanks in advance
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Hi
1) Install SAPKU60003 or SAPKU60004.
2) Setup Number Ranges
IMG->Cross-Aplication Components->SAP BP->Data Cleansing-> Maintaine Number Ranges
or
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With regards.
Sergey.
Edited by: Kufaev Sergey on Oct 27, 2008 8:24 AM

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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?
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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?
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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.
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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.
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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,
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-Ganesh

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Dear all,
when merging two accounts we face the following issues:
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Thanks and regards,
Jodi

Hi All,
I am also having an issue when moving contact persons on Account Merge.
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haha, disregard... the suggestions that popped up immediately after I had posted this query provided the necessary answer!
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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,
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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

Bulk account action error

Hi,
We are running bulk account action script for updating user's manager pin number on IdM server.
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The Bulk Action command is:
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com.waveset.util.WavesetException: There were errors retrieving user information
com.waveset.util.WavesetException: Unable to contact resource 'sys9'. Any changes made may not be applied on this resource.
Im not sure why some external resource error, is impacting updating manager pin number on Lighthouse.
Is it necessary to clear these errors for Bulk Account Action to perfrom the desired action.
can anyone suggest on how Bulk Action can overlook this resource error and update manager attribute on IdM server.
Thanka in advance!

Hi,
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Alex

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Hi -
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Bulk Account Merge

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