Customer Data Deduplication Checklist
Use this checklist to ensure all steps of customer data deduplication are completed thoroughly and accurately.
Project Name or Reference
*
Date of Deduplication
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Data Source
*
Please Select
CRM System
ERP System
Marketing Database
Other
Deduplication Method Used
*
Automated (Software Tool)
Manual Review
Hybrid (Automated + Manual)
Matching Criteria Used (Select all that apply)
*
Full Name
Email Address
Phone Number
Physical Address
Customer ID
Other
Number of Duplicate Records Identified
*
Actions Taken for Duplicates
*
Merged Records
Deleted Duplicates
Flagged for Further Review
No Action Needed
Describe Any Issues or Challenges Encountered
Person Responsible for Deduplication
*
First Name
Last Name
Email of Responsible Person
*
example@example.com
Final Review Completed
*
Yes, all steps completed
No, further action required
Submit Checklist
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