Removing Duplicate Records from
Overview
This article outlines how to make sure your duplicate records are removed from . provides a list of all your duplicate records in Bullhorn.
When you merge a record in Bullhorn, is not able to see that the record has been ‘deleted’ due to the merge action that happened. Because of this, will still see the duplicate record.
Steps
The best way to remove these duplicates from is to archive them using an Automation with an Update Candidate Status Step.
does not recognize records that have a status of “Archive.” Before you send those duplicate records through an automation, make sure to follow these steps:
- Identify the duplicate record you wish to merge. This should be the record with the least amount of data.
- Bullhorn doesn't inform that the records submissions, notes, placements, etc. have been merged to the existing record.
- Add a unique Status or Note Type to the record that will be removed
- Example: '"Duplicate" or "Merged".
- Identify the record you wish to keep. This should be the record with the most important info.
- Run a Manual Sync under your settings.
- This step is vital to ensure has synced the unique status or note type to the record you want to remove, before the merge takes place.
- Merge the records in your Bullhorn ATS.
- Set up an Automation with an Update Step to set the records status to "Archive".
- To build the list to identify the records you have merged in , the List Criteria would need to utilize the unique Status or Note Type you chose above.
- As still sees the merged record's data, it will see this Status or Note Type and archive the record.
If you have any questions, please feel free to reach out to Support.
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