Source subscriptions
Merging duplicate addresses
Source subscriptions can now be used to merge addresses in bulk. Administrators and Data Managers can create source files to merge two addresses on an HCO or HCP. When two addresses are merged on an entity, the custom keys of the losing address are added to the winning address.
This feature is not enabled by default. To enable it for your Network instance, contact Veeva Support.
Addresses supported for bulk merge
Bulk merges are supported for the following types of addresses:
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Customer-managed into customer-managed
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Customer-managed into Veeva OpenData managed
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Customer-managed into third party managed
Merging Veeva OpenData or third party owned addresses into customer-managed addresses is not supported. OpenData and third party addresses always win when they are merged with customer-managed addresses.
Source file requirements
To bulk merge addresses, an entity file and an address file must be loaded into the source subscription.
Entity file (HCO, HCP)
Tip: You can include an HCP file and an HCO file in the same bulk merge job.
The file must be a single column containing the following data:
-
ID or key of the HCP or HCO
Examples
HCP file
| vid__v |
|---|
| 243242421553464326 |
HCO file
| vid__v |
|---|
| 243242421553464375 |
Address file
The address file identifies the entity and the two addresses that are being merged.
Include the following data in the file:
-
Veeva ID (entity_vid__v) of the HCP or HCO
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VID (vid__v) of the losing address
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VID (merge_survivor_vid) of the winning address
Example
| entity_vid__v | vid__v | merge_survivor_vid |
|---|---|---|
| 243242421553464326 | 43324242155346479 | 54454242155346434 |
| 243242421553464375 | 33324242155795746 | 57654565495231456 |
Source subscription properties
To bulk merge addresses, the following property must be added to the Advanced Properties in the source subscription configuration.
-
"job.merge.allowSourceMerge": "true",
The bulk merge job adds the custom keys from the losing address to the winning address. If you do not want the keys moved to the winning address, include this property:
-
"job.merge.mergeInstruction.ADDRESS": "NoKeysMerge",
Important: If custom keys remain on the losing address, any updates from sources using custom keys will update the losing address.
Job issues
When the job runs, the data is validated. Addresses that do not meet the requirements will be skipped so the job can continue.
Addresses are not merged for the following reasons:
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The losing or winning addresses are not sub-objects of the main entity.
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The entity does not exist.
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The address does not exist.
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The losing address is owned by Veeva OpenData or a third party source.
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The record state is Under_Review for the winning or losing address.
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The winning or losing address is copied to the entity from a parent affiliation through Network Address Inheritance.
On the Job Details page, the Job Error Log section displays a message if any of these issues occur.
Example
Network address inheritance considerations
Inherited addresses will be resynced during the next Network address inheritance Refresh job if the parent address is merged into another address. However, merging between inherited addresses on an entity is restricted.
Primary address considerations
Primary addresses are retained during the bulk merge job. If either of the addresses were defined as a primary address before the merge, the winning address will be set to primary during the bulk merge job.
Network calculated primary addresses
If the winning address is inactive or invalid, the primary address will be recalculated to find a new primary address on the entity.
Unique checkbox primary addresses
The options that you have selected in the unique checkbox configuration determines if the primary address should be recalculated.
License considerations
If the losing address is linked to any license on the entity, the license will be updated with the winning address.
Data change requests
Change requests submitted for the losing address will be automatically rejected. For In-Queue and associated tasks, the task will be closed automatically if the change requests applies only to the losing address. If the change request contains other changes, the change for the losing address is rejected and Data Stewards can process the remaining changes.