How to Merge Duplicate Constituent Records

When duplicate constituent records exist, merge them to maintain data integrity and avoid sending duplicate communications.

1. Navigate to the Constituents module.
2. Use Search or Filters to look for potential duplicates. If you have identified potential duplicates by running a system duplicate check, you may want to filter using Tags in the Tag Group of ‘[System] Needs Review’ that indicate possible duplicates.
3. Duplicate records often have similar names, matching addresses, or identical email addresses.

Initiating the Merge Process

1. To select two records to merge, click the box to the left of the name. Selected records will show with a blue background and white check mark.
2. Locate the "Merge" button in the toolbar above the list of constituents.
3. Click the Merge button to open the merge dialog.

Merge Comparison Screen

1. The system displays both records side-by-side for comparison.
2. For each field, select which value to keep or provide a merged value.
3. Review the merged record preview before confirming.
4. To permanently merge the records, click ‘Merge & Close’ or choose ‘Merge and View’ to open the newly merged record.

Merge comparison showing field selection

Merge Considerations

• All Actions from both records are preserved.
• Duplicated tags and relationships are consolidated.

• Pro Tip 1: Always review both records carefully before confirming a merge
• Pro Tip 2: Use the Duplicate Check functionality regularly to maintain your data health