Amicus Migrations: Preparing Contacts for Export

Amicus Migrations: Preparing Contacts for Export

To prepare your Amicus contacts for backup, there are a few steps that you should complete first.

Renaming / Removing Empty Contacts

The query below will identify contacts with no names.  For each contact on the list, either delete the contact or rename the contact and provide a valid name.

  1. UPDATE
  2. People
  3. SET
  4. Name = 'NONAME',
  5. FirstName = 'NONAME',
  6. LastName = 'NONAME'
  7. WHERE
  8. Name = ''


Populate Missing Last Names

The query below will identify contacts that have a first name but are missing their last name. For these contacts, update them to have the correct last name or provide "Unknown" as their last name.

  1. SELECT
  2. FirstName, LastName, CompanyName
  3. FROM
  4. people
  5. WHERE
  6. (FirstName != '' AND LastName = '')


Merging Duplicate Contacts

The following query will identify contacts with duplicate names. For each duplicate, if they are the same person, merge them into a single contact record, otherwise, rename the contacts in such a way that they are distinguishable from each other (ie. Add a middle initial).

  1. SELECT
  2. DuplicateName, COUNT(*)
  3. FROM
  4. (SELECT
  5. CASE
  6. WHEN RTRIM(LTRIM(COALESCE(Name, ''))) = '' THEN '<No Name>'
  7. ELSE LTRIM(RTRIM(Name))
  8. END AS DuplicateName
  9. FROM
  10. People
  11. WHERE
  12. IsFirmMember = 0) V1
  13. GROUP BY DuplicateName
  14. HAVING COUNT(*) >= 2
  15. ORDER BY DuplicateName


Finding / Merging Contacts in Amicus

To merge two contacts together, in Amicus, go to the "PEOPLE" tab and click on the "Quick Find" button. In the dialog that appears, type the name that you are looking for.

Hold CONTROL on the keyboard and click on the second contact to add it to the selection.  Then release the CONTROL key and right-click on the selected contacts and then click "Merge Two Contacts."

The following screen will appear.  When it does, review the information.  Select the "Merge and use ____" option and choose the contact that has the most accurate information.

Then click the "Finish" button to merge the contacts together.

Merging Similar Contacts

The following query will list all contacts in Amicus in order.  Scroll through the list and identify duplicates.  When you do, you should merge them into one contact.

Please keep in mind that not all duplicates will have exactly the same name.  For example, the following variants are likely all the same person:
Bob Smith
Robert Smith
Robert Smith, Esq.

  1. SELECT
  2. *
  3. FROM
  4. people
  5. ORDER BY name ASC


Unify Company Names

In Amicus, often times the "Company Name" field is entered as text and has multiple variants. The query below will list all company names.

  1. SELECT DISTINCT
  2. CompanyName
  3. FROM
  4. (SELECT
  5. companyname
  6. FROM
  7. People UNION SELECT
  8. name
  9. FROM
  10. people
  11. WHERE
  12. peopletypeid != 1) V1
  13. ORDER BY CompanyName
You should scroll through this list and look for names that are similar but not duplicates.  For example, you might see:
Smith & Wesson
Smith & Wesson, LLP
Smith & Wesson LLP. 

When you do, you should rename the company names to have the single spelling that you want.


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