Worksheet

Duplicate review sheet

Each candidate pair takes one line of this sheet. Columns hold record A, record B, match score, shared phone or email, receivable on each, surviving record, reason, decider and date. A tick box confirms balances moved and the alias saved.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Duplicate customers in a spreadsheet: why it happens and how to merge”, www.gullysystem.com/blog/duplicate-customers-in-a-spreadsheet-why-it-happens-and-how-to-merge