Student Manager
      Back to home
      1. Knowledge Base
      2. StudioBalfour
      3. Student Manager

      Managing duplicate records in Student Manager

      Checking for duplicates in Student Manager makes student data more precise.

      StudioBalfour.com is host to the Student Manager. The Student Manager database is for all student information. From this hub, you can monitor sales and reporting, conduct e-marketing, manage portraits and more. Uploading a Student List, selling books online and on-campus, or uploading portrait images all create student records in the database.

      Student records are auto-merged if an exact match. If not an exact match, a new record is created to ensure that we don’t miss anyone. When a new record is created, there is a possibility that the student is duplicated because the record had a slightly different name than the original record (i.e. nickname, or the same name but different grade, etc).

       

      Merging Duplicates

      Log in to StudioBalfour and navigate to Manage > Student Management > Student Manager.

      11 STEPS

      manag

      1. Select Check for Duplicates. This will display likely duplicates in a comparable list to allow you to choose the record fields that should be merged.
      2. Select an option from each column to keep in the merge.
      3. Select merge.

      To see a step-by-step walk-through on merging records, click Start below:

      1 To manage duplicate records in Student Manager, the first step is to open StudioBalfour and click Manage

      Step 1 image

      2 Click Student Manager

      Step 2 image

      3 To auto-detect suggested duplicates, click Check for Duplicates

      Step 3 image

      4 Duplicates found are returned as a list to evaluate. To merge a record, select one field for each column. 

      Step 4 image

      5 Select the fields to keep in the merge.

      Step 5 image

      6 Click Merge to combine the two records together. In this example, the Portrait record and the Order will be merged, retaining all of the information regarding both and combining only the fields displayed.

      Step 6 image

      7 Confirm that these records should be merged by clicking Merge Duplicates. Select Cancel to exit.

      Step 7 image

      8 Click Student Manager to return to the full list.

      Step 8 image

      9 If Check for Duplicates could not find a duplicate, you can manually select from the full list of records to merge. Select a record, hold CTRL key and select an additional record.

      Step 9 image

      10 With two records selected, you can select the Merge Records button.

      Step 10 image

      11 Repeat the steps to merge by selecting a field for each column and selecting Merge.

      That's it. You're done.

      Step 11 image

      Here's an interactive tutorial for the visual learners

      https://www.iorad.com/player/1619391/Studio-Balfour---How-to-Merge-Duplicate-Records

      Why didn't a duplicate record auto-merge

      Student manager will automatically merge exact matches of first name, last name, grade if unique. If there is more than two people with the same name in the same grade, the records will not merge. These records can then be merged manually to ensure data accuracy.