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Duplicate Profiles

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.

  1. If needed, locate your duplicate profiles.
  2. Click the ellipsis icon on the profile, and select Merge Profile.
  3. Enter the name of the potentially duplicate profile in the text field.
    Merge Profiles screen showing Merge these profiles, Peggy Barnes and selection drop-down list highlighting Peggy Barnes' profile
  4. 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 arrowChoose 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.
    Merge Profiles screen showing which fields will be merged and which fields you need to choose data for
  5. When all orange indicators are gone, you can click Merge Profiles.

Verify Contact Link

Verify if a profile's contact link matches one in MinistryPlatform.

If you attempt to merge duplicate profiles that have a Contact ID associated with them, you receive an error. This verifies whether or not a profile's contact link exists in MinistryPlatform. If it does, the Contact ID remains on the profile. If it doesn't, the Contact ID is deleted. From there, you can merge your profiles.
  1. Locate and open the record you want to update.
  2. On the Info tab, click Verify contact link.
    If a match is found, the Contact ID remains. If a match isn't found, the Contact ID is deleted.
Merge the profile without a Contact ID into the duplicate profile that has one.

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.

Online Giving

Last updated: December 3, 2024