Merge Duplicate Profiles

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Duplicate profiles can be created on import or when a person uses a different email address or phone number to register for an event, join a group, or give. Organization Administrators and Managers can merge those profiles using the Duplicate Detector or directly from a person's profile.

Merging profiles cannot be undone.

When a person is merged with another profile, the highest permission level for each app will be kept, and donation information will be merged to the Primary Profile.

Merge with the Duplicate Detector

The Duplicate Detector will suggest a potential duplicate based on:

  • Exact name matches
  • Double metaphones (names that sound similar, like John and Jon)
  • Common nicknames

From those matches, the following criteria are not considered as duplicates:

  • Genders that are set differently; however, if the gender is set for one and not for another, it will leave them in the potential duplicates list.
  • Profiles that are in a household together.
  • Names that are the same but have different suffixes (Jr., Sr., etc.).

View Multiple Duplicates

From the Dashboard, either click the duplicate in the list or click View Duplicates to see a list of all the duplicates in your database.

dashboard

View the list of people who have duplicate profiles then select X potential duplicate to see the duplicates.

View Individual Duplicates

You can also see if a person has a duplicate right from their profile.

Click the warning to see the duplicates.

Merge the Profiles

The Primary profile will show along with any potential duplicates. The one with the most accurate information should be the primary profile; if it's not, you can choose one of the duplicates to be primary.

  • Click Ignore if you’re certain these people are not duplicates, and they will then be in the ignored duplicates list. We will not suggest the two as duplicates again.
  • Click Merge Duplicate to combine this profile into the primary one. Any information that is different in the two profiles will be added to the primary profile.

Once you've confirmed the action, click View More Duplicates to merge any other duplicates.

Merge Manually on a Profile

If you know you have two people that are the same, go to the duplicate profile to merge it into the primary profile.

Click Merge Profile from the settings gear to search for the primary profile.

Search for the primary profile to keep and choose it from the list. All contact information and activity in any application will be moved from the Person To Remove to the Person To Keep. After the merge, this duplicate profile will be completely removed from your account.

If you're on the profile you want to keep, you can click the box under Person to Remove to search for the duplicate, and that person will replace the listed person.

After the merge is complete, you will be taken to the Person To Keep's profile page.

Access Ignored Duplicates

If you ignore the duplicate, you can choose to View ignored duplicates, which will show you all the duplicates you've ignored in the past.

ignored duplicate list

If these profiles were ignored in error, you can manually merge them from a profile.

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