Merging Duplicate Donor Profiles
Overview
This guide explains how to merge duplicate donor profiles to keep your records organized and clutter-free.
💡 Why Merge Donor Profiles?
Merging duplicate donor profiles helps maintain clean and accurate records, ensuring that all giving history and transactions are consolidated under a single profile.
How to Merge Donor Profiles
- Navigate to your manager dashboard and click the Donors tab in the menu on the left.
- Click the Donor Merge tab in the top banner.
- Select the two giver profiles that need to be merged:
- First, select the duplicate donor profile that should be removed.
- Second, select the giver profile that should be retained.
- Confirm your selections and complete the merge.
Important Notes
- Merged Data: When you merge two giver profiles, it will combine their recurring transactions, giving history, text giving, and payment profiles.
- Unique Identifier: The email address is the unique identifier for a giver's profile.
- Permanent Deletion: The donor profile that’s absorbed into the other will be permanently deleted.
- Deleting Profiles: To completely delete a donor profile from your system (without merging it into another giver profile), contact our Support Team with the name and email of the giver profile to remove.
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