dedupe-merge
CommunityMerge duplicate CRM records with survivorship logic and approval
Authoraura-farming
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides the ability to detect and merge duplicate CRM records, ensuring the correct survivor record is selected and all relevant data is preserved, while requiring explicit approval for each merge.
Core Features & Use Cases
- Detect Duplicate Records: Automatically identifies duplicate contacts, companies, and deals within the CRM system.
- Survivorship Logic: Implements a comprehensive set of rules to determine which record should survive in the event of duplicates.
- Review-Pack Approval: Requires a detailed review-pack to be approved before any merge takes place, ensuring all data integrity and ownership is accounted for.
- Use Case: For example, if two CRM records represent the same customer but have different ownership, the Skill can determine the survivorship based on predefined rules and merge the records after explicit approval.
Quick Start
Use the dedupe-merge skill to automatically merge duplicate contacts from the CRM and trigger a review-pack for approval.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: dedupe-merge Download link: https://github.com/aura-farming/escc/archive/main.zip#dedupe-merge Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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