dedupe-merge

Community

Merge 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 required

Components

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.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 620,000+ vetted skills library on demand.