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Administrator Guide
Last Updated: 2023-06-23
Reference: Merge Rules for Student Contact Information

Reference: Merge Rules for Student Contact Information

When you merge source and target records, consider how Workday merges data fields for student contact information.
These merge rules apply to student applicant and student prospect records. See Reference: Merge Operations.
See Reference: Merge Rules for Contact Information Data Fields for merge rules for all the contact information fields, including:
  • Instant Messenger
  • Social Networks
  • Web Address
Field
Source Value?
Target Value?
Merge Operation
Merge Description
Primary Institutional Address
Yes
Yes
Custom Processing
When functionally equivalent, Workday keeps the value on the target if the source and target have matching values. Workday also appends any additional
Communication Usage Behavior
types to the target.
Primary Institutional Address
Yes
Yes
Custom Processing
When not functionally equivalent, Workday finds the most recent update and keeps it on the target. Workday also appends any additional
Communication Usage Behavior
types to the target.
Primary Institutional Address
Yes
No
Custom Processing
When not functionally equivalent, Workday keeps the source value on the target if the source has value and the target doesn't. Workday also appends unique addresses as
Additional Address
and appends any additional
Communication Usage Behavior
types to the target.
Primary Institutional Address
No
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target value if the target has value and the source doesn't. Workday also appends unique addresses as
Additional Address
and appends any additional
Communication Usage Behavior
types to the target.
Additional Institutional Address
Yes
Yes
Custom Processing
When functionally equivalent, Workday keeps the value on the target if the source and target have matching values. Workday also keeps the target value as
Additional Institutional Address
and appends any additional
Communication Usage Behavior
types to the target.
Additional Institutional Address
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the most recent value on the target. Workday copies unique values and appends
Additional Institutional Address
to the target. Workday appends any additional
Communication Usage Behavior
types to the target.
Additional Institutional Address
Yes
No
Custom Processing
When not functionally equivalent, Workday keeps the source value on the target if the source has value and the target doesn't. Workday also appends any additional
Communication Usage Behavior
types to the target.
Additional Institutional Address
No
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target value if the source doesn't have value, but the target does. Workday also appends any additional
Communication Usage Behavior
types to the target.
Primary Home Email Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional
Communication Usage Behavior
types to the target.
Primary Home Email Address
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target's contact as primary and appends the source email address as an additional email.
Primary Home Email Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional
Communication Usage Behavior
types to the target.
Primary Home Email Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Primary Institutional Email Address
Yes
Yes
Custom Processing
When functionally equivalent, Workday keeps the value on the target if the source and target have matching values. Workday also appends any additional
Communication Usage Behavior
types to the target.
Primary Institutional Email Address
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target's contact as primary and appends the source email address as an additional email.
Primary Institutional Email Address
Yes
No
Custom Processing
When not functionally equivalent, Workday keeps the source value on the target as the
Primary Work Email Address
if the source has value and the target doesn't. Workday also appends any additional
Communication Usage Behavior
types to the target.
Primary Institutional Email Address
No
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target value as
Primary Work Email Address
if the source has no value and the target does. Workday also appends any additional
Communication Usage Behavior
types to the target.
Additional Institutional Email Address
Yes
Yes
Custom Processing
When functionally equivalent, Workday keeps the value on the target if the source and target have matching values. Workday appends any additional
Communication Usage Behavior
types to the target.
Additional Institutional Email Address
Yes
Yes
Custom Processing
When not functionally equivalent, Workday appends the source email address as an additional email.
Additional Institutional Email Address
Yes
No
Custom Processing
When not functionally equivalent, Workday keeps the source value on the target if the source has a value and the target doesn't. Workday appends additional
Communication Usage Behavior
types to the target.
Additional Institutional Email Address
No
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target value if the source doesn't have a value and the target does. Workday appends additional
Communication Usage Behavior
types to the target.
Primary Work Email Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional
Communication Usage Behavior
types to the target.
Primary Work Email Address
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target's contact as primary and appends the source email address as an additional email.
Primary Work Email Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target as the Primary Work Email Address. Append any additional
Communication Usage Behavior
types to the target.
Primary Work Email Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value as the Primary Work Email Address. Append any additional
Communication Usage Behavior
types to the target.
Primary Home Phone
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional
Communication Usage Behavior
types to the target.
Primary Home Phone
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target's contact as primary and appends the source phone number as an additional phone number.
Primary Home Phone
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional
Communication Usage Behavior
types to the target.
Primary Home Phone
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional
Communication Usage Behavior
types to the target.
Additional Phone Number
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Keep the target value as Additional Phone Number. Append any additional
Communication Usage Behavior
types to the target.
Additional Phone Number
Yes
Yes
Custom Processing
When not functionally equivalent, Workday appends the source phone number as an additional phone number.
Additional Phone Number
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional
Communication Usage Behavior
types to the target.
Additional Phone Number
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional
Communication Usage Behavior
types to the target.
Primary Institutional Phone
Yes
Yes
Custom Processing
When functionally equivalent, Workday keeps the value on the target if the source and target have matching values. Workday also appends any additional
Communication Usage Behavior
types to the target.
Primary Institutional Phone
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target's contact as primary and appends the source phone number as an additional phone number.
Primary Institutional Phone
Yes
No
Custom Processing
When not functionally equivalent, Workday keeps the source value on the target if the source has value and the target doesn't. Workday also appends unique phone numbers as
Additional Institutional Phone
and appends any additional
Communication Usage Behavior
types to the target.
Primary Institutional Phone
No
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target value if the target has value and the source doesn't.
Additional Institutional Phone
Yes
Yes
Copy Unique and Append
When functionally equivalent, Workday appends any additional
Communication Usage Behavior
types to the target for matching values.
Additional Institutional Phone
Yes
Yes
Copy Unique and Append
When not functionally equivalent, Workday appends the source phone number as an additional phone number.
Additional Institutional Phone
Yes
No
Copy Unique and Append
When not functionally equivalent, and the source has a value and the target doesn't, Workday keeps the source value on the target.
Additional Institutional Phone
No
Yes
Copy Unique and Append
When not functionally equivalent, Workday keeps the target value if the source doesn't have a value and the target does.
Primary Work Phone Number
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional
Communication Usage Behavior
types to the target.
Primary Work Phone Number
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the target's contact as primary and appends the source phone number as an additional phone number.
Primary Work Phone Number
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional
Communication Usage Behavior
types to the target.
Primary Work Phone Number
No
Yes
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional
Communication Usage Behavior
types to the target.
Web Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional
Communication Usage Behavior
types to the target.
Instant Messenger
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional
Communication Usage Behavior
types to the target.
Instant Messenger
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the most recently updated value.
Instant Messenger
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional
Communication Usage Behavior types
to the target.
Instant Messenger
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional
Communication Usage Behavior
types to the target.
Web Address
Yes
Yes
Custom Processing
When not functionally equivalent, Workday keeps the most recently updated value.
Web Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional
Communication Usage Behavior
types to the target.
Web Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional
Communication Usage Behavior
types to the target.