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Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible?

in Sales 1 comment

Summary:

Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible?

Content (please ensure you mask any confidential information):
We're evaluating a bulk Contact merge/dedupe process using the standard Duplicate Identification & Resolution (merge) functionality in CX Sales, and have two requirements we can't confirm are supported out of the box:

  1. Export → offline adjust → re-import a merge proposal. Before executing a merge batch, we'd like to export the proposed merge pairs/survivor selections, allow business users to review and adjust offline (e.g., in a spreadsheet), and then re-import those adjustments to drive the actual merge execution. Is there a supported way to do this today (API, FBDI, or UI), or is bulk merge import limited to a final, ready-to-execute list only?
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