Cleansing Imported Records - trillium_quality - 2.7

Trillium Quality for Dynamics Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Guide
Topic type
Administration
Overview
How Do I
Configuration
Reference
Installation
First publish date
2008

When you use CRM to import a file containing a contact, account or lead list, by default Trillium Quality for Dynamics automatically cleanses and matches the records during the import. Create your import map file and import the file according to your usual CRM procedures. Trillium Quality for Dynamics will run in the background to cleanse and match the records.

When the import is complete, use an Auto Merge process, described in Automatically Merging Matched Records, or the TSS Match Display List, described in Viewing and Merging Duplicate Records, to combine data in duplicate records.