Merge cannot be undone so proceed with caution and ensure your users want to be merged and that the correct profiles are being selected.
Starting in People, select both profiles and click Merge. Then, select which profile is the primary.
Unique data like name, email, phone number, and address will be kept for the primary person and removed from the secondary profile. All other data will be combined including gift history, recurring gifts, group membership, households, Notes, Church Management data, and app login methods.
You can preview the merge. We recommend slowing down to ensure this is the correct decision since Merge jobs cannot be undone. You could potentially merge two different people who would then have access to one another payment methods.
The two people involved in the merge will be emailed to let them know that you merged their accounts and tell them how to log in.
You have the option to disable this email but we recommend leaving it on that way the users you merged get the correct information about how to log in. For more information, check out Notifying a Merged Person
Merge History
You can view the merge history in the profile. The rows of data on the right tell you what contact information was adjusted during the merge if there are any (email, phone, address, etc.). If no merge took place, then there will be no "Merge History" button on the profile.
FAQs
What happens to the person’s login after the merge?
If both accounts have a login, then the primary profile's email will be their main communication email for gift receipts, etc. Either profile's login will grant them access to the same account.
If one account has a login and the other does not, for example, the primary profile does not have a login but the second profile does, the person can log in using the second profile login as that is the one that will replace the primary.
If neither has a login, when the person signs up and the email address matches the profile in your system, it will attach that person to that profile.
What happens to the secondary email after the merge?
Similar to the answer above, a secondary email merges into a profile and both primary and secondary emails can be used to log in and access the profile. Only the primary is used for communication.
This means the secondary email is still used in our system and not available for use by other users. If two users were merged accidentally and one tries to create a new account with the same email, it will not work. The user needs to use a different email address to create a new account and start fresh.
Please be careful with who you merge.
Can I undo a Merge?
No. At this time merging is an irreversible process. Please merge carefully.
Is there a way to detect duplicate contacts?
Yes! Subsplash has a duplicated detector, for more information see our Managing Duplicates article.