Merge Duplicates

Merge Duplicates

 

Before you merge the duplicate profiles, read the below rules that are immediately effective upon the merge action:

 

  • Profile data: Primary account is kept, and consolidated accounts are discarded. None of the data from the consolidated profiles is brought over to the primary account.
    •  Be sure to check for any unique contact fields in the Consolidated record that may need to be updated in the Primary Record. 
      • Type
      • Member ID (or similar - often used with a Single Sign-On integration)
      • Profession Type
      • Address
      • phone number
  • Credits: All the credit data will be brought over to the primary account.
  • Role Assignments: Role assignments of the consolidated profiles. (Note: Potential to create duplicate role assignments)
  • Evaluations and Post Tests: If an evaluation or post test is incomplete in the primary account, but complete in the consolidated accounts, the most recently completed form will be brought over. Otherwise, keep the primary account's form submission as is. Form responses from different accounts will not be combined.
  • Ask Once Forms (Example: Disclosure) : If the form is incomplete in the primary account, but complete in the consolidated accounts, the last inserted form submission will be brough over. Otherwise, keep the primary account's form submission as is. Form responses from different accounts will not be combined.
  • Ask Many Forms : These are usually linked to the role assignment, and are brought over when the role assignment is brought over. (Note: potential to create duplicate form submissions)
  • Other Items:  For example: orders, payments, documents, and abstracts/applications are copied over to the primary account.

 

Merge duplicates process:

 

From the admin dashboard, hover over 'People' and select “Merge Duplicates”

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From the Merge Duplicates filter screen, select the filtering options to find the contact to be merged. Examples of filtering options include - First Name, Last Name, Company, Email ect. Click 'Search' to display results.

 

 

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The search results page should display all duplicate accounts and two options, “Primary Record” and “Consolidate”.

 

    • Consolidate: select this option for the secondary accounts for which contact information is deleted. 
    • Primary Record: This is the record that the contact will log-in with. The account with the most complete and updated contact information should be made the primary record.
 

To complete the process, click 'Consolidate.'

 

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