Partners
Intapp DealCloud
Bulk Deduplication & Merge Accelerator for DealCloud
Duplicate records reduce the reliability of searches, split relationship history across multiple entries and distort reporting at partner level. The Merge Accelerator identifies them, establishes matching and survivorship rules with you, takes a complete backup, tests the merge on a sample set, then executes the full remediation and applies validation rules to prevent recurrence.
AT A GLANCE
Engagement
Fixed scope, quoted independently of other packages.
Safeguard
Complete backup and snapshot before any change, then a staged test merge.
Best suited to
Firms following a migration or merger, or with extensive imported contact data.
How the DealCloud duplicate cleanup works
The Merge Accelerator is a fixed-scope CRM data cleansing engagement built for DealCloud. DPA finds duplicate contacts, companies, deals and custom-object records, agrees matching and survivorship rules with you, and takes a complete backup. It then tests the merge on a sample set, runs the full merge, and adds validation rules that stop new duplicates.
Duplicate discovery with a full data quality baseline
You get the full picture of the duplicates before any record moves.
Duplicate discovery across contacts, companies, deals and custom objects
Full data quality baseline of your instance
Estimate of duplicate volume and its impact
Match and merge logic reviewed and approved
The rules are built with you, so you own the logic behind every merge.
Fuzzy and exact matching rules
Confidence scoring and thresholds
Survivorship logic for which record wins
Field-level merge rules, agreed before anything runs
Complete backup, staged test merge, then full execution
The cleanup runs in a controlled, reversible sequence.
Complete backup and snapshot before any change
Staged test merge on a sample set
Full bulk merge once the test results are verified
Manual review for records that need a human eye
Validation rules that keep the database clean over time
The database stays clean after we step away.
Validation rules that stop duplicates before they enter
Guidance on entry standards for your team
Optional ongoing deduplication as a recurring service
What are the five steps of a DealCloud bulk merge?
Nothing merges until the rules are approved, the backup is taken and the test merge is verified with you.
01
Assess
Duplicates identified, quality baseline established
02
Define
Matching, thresholds and survivorship approved
03
Safeguard
Complete backup and snapshot taken
04
Test
Staged merge on a sample set, verified with you
05
Execute
Full merge, manual review, validation rules applied
The impact of a clean database
Reporting integrity restored.
Searches, distributions, coverage reports and investor lists no longer double-count the same entity.
Relationship history consolidated.
Coverage is no longer split across duplicate records, clarifying ownership of each relationship.
Scope established before execution.
Discovery and a data quality baseline are completed first, so duplicate volume and its impact are known before any merge is approved.
Client-approved merge logic.
Matching rules, confidence thresholds and survivorship are agreed with you and documented before execution.
Manual effort eliminated.
A single controlled run replaces record-by-record merging in the interface, with manual review where judgement is required.
Sustained data quality.
Validation rules prevent duplicate entry, with optional ongoing deduplication as a recurring service.
Why choose DPA for DealCloud deduplication
Reversible by design
A complete backup and snapshot is taken before any change, and a staged test merge is run on a sample set before full execution.
Client-approved logic, DPA execution
Matching rules, thresholds and survivorship remain your decision. We develop them with you and document them before execution.
Built for DealCloud objects
Contacts, companies, deals and custom objects, with relationship history preserved rather than lost on merge.
Prevention as well as remediation
Validation rules and entry standards are applied at the close of the engagement, so data quality is maintained thereafter.
DealCloud deduplication: frequently asked questions
Contacts, companies, deals and custom objects. Discovery covers the full instance, so the location and volume of duplicates are established before scope is confirmed.
Through survivorship logic agreed with you: field-level rules determining which value is retained, supported by fuzzy and exact matching and confidence thresholds that you set.
A complete backup and snapshot is taken before any change, and the staged test merge allows results to be verified on a sample set before full execution.
Validation rules that prevent duplicates at the point of entry, guidance on entry standards for your team, and optional ongoing deduplication as a recurring service or within a Managed Services retainer.
Other DealCloud service packages
Post go-live
Managed Services: Platform Administration
Ongoing platform ownership under retainer, supported by an assigned consultant familiar with your instance.
Explore managed services →New to DealCloud
Implementation & Onboarding
We configure DealCloud to your firm's operating model and take responsibility for the build, data migration and rollout.
Explore implementation →Partnership
Intapp DealCloud × DPA
How the partnership works and all three DealCloud service packages.
About the Intapp DealCloud partnership →
