When I’m merging records, should I merge the Household or Person records first?

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Duplicate records can occur for a variety of reasons in Veracross; that's why we recommend you regularly engage in grooming your school's data to mintain data integrity. 

To best use the available "de-duping" tools, Veracross recommends doing these processes in the following order:

  • Duplicate HH
  • Duplicate People
  • Duplicate Organizations

These queries are also intentionally listen in this order on the Data Integrity homepage to provide an additional visual cue.

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