The process starts with you creating a List in NationBuilder. You might choose to create a List with your entire database, or you can filter out people that you don't want de-duplicated (high value donors, VIP supporters, etc.)
For a record to be eligible for de-duplication, they need to have a first and last name. Depending on the options you choose, they may also need a phone number or an address.
There are some limitations on who can be merged, which gets pretty specific and technical. Feel free to contact us if you have questions about that.
Once you've created the List, you can sign-in to Deduplicator and select your options. The options are described on the setup page.
When the de-dupe process starts, Deduplicator will create an Export from the List you created, and import the records from that Export file. This allows you to re-run the process any time, and download the Export as a back-up.
Then we'll analyze the records to find the potential dupliates. Once it's done, you'll get to see the results and decide if you want to proceed with merging the dupes.
If you have any questions along the way, you can contact us.
You don't pay anything to run the initial analysis and see what duplicates are found, so feel free to try it out.
The address geocoding option costs an additional $0.05 per dupe found. There is a minimum charge of $25. All prices are in CAD 🇨🇦.