Merge Profiles
Use this procedure to merge any two profiles.
You can use this procedure to merge any two profiles, whether they're identified as possible duplicates or not.
- If needed, locate your duplicate profiles.
- Click
on the profile, and select Merge Profile.
- Enter the name of the potentially duplicate profile in the text field.
- The profiles display side by side. Where one profile has information but the other does not, the selection is made for you. Where the information matches for both profiles, the selection is also made automatically. The Choose Data arrow
indicates that you must make a selection between conflicting entries. Click one side or the other and the indicator disappears. See Profile Merge Field Descriptions for more on certain fields.
- When all orange indicators are gone, you can click Merge Profiles.
Profile Merge Field Descriptions
These are some of the fields you'll encounter when merging profiles.
- System Information
-
The older date created and its source (person or process that added the profile) are selected automatically. These cannot be changed.
- Financial Information
-
All contributions from both profiles are automatically combined, including recurring gifts.