Merging Constituents

If you end up with two records for one constituent you can use the constituent merge feature to merge the records into one - you need to be in the system admin role to use this option.

This is how it is done

  • Find the constituent record you want to keep - this is the target constituent
  • From the manage menu select the 'Merge Constituent' option
  • The Merge Constituents form will be displayed, find the source constituent - this is constituent whose details will be merged into the target constituent
  • Press the merge button to merge the records

 The merge is performed as follows:

  • For details on the constituent profile -
    • if a piece of information is empty on the target but present on the source - then it will be copied over - for example if the date of birth was empty on the target but present on the source it will be copied over
    • if a piece of information is present on both the target constituent and source constituent then the target constituent value will be kept and the source information lost
  • Addresses - we will not try and merge addresses - this means
    • if an address is empty on the target constituent but present on the source constituent it will be copied over
    • if an address is present in both target and source constituents then it will not be copied 
  • Email and phone numbers are copied into spare empty fields - for example the preferred email from the source constituent might become the alternate email on the target constituent if the target already has a preferred email address but no alternate email 
  • Communication preferences & list overrides are not changed on the target constituent by the merge - so you should compare these before the merge
  • Social media ids and tags will be copied to the target constituent from the source constituent if they don't exist on the target
  • Timeline entries and connections from the source constituent are added to the timeline and connections of the target constituent

Once the merge is performed the source constituent is deleted - an activity is added to the target constituents timeline with the date of the merge

Have more questions? Submit a request

Comments

Powered by Zendesk