Merging duplicates

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In this video learn how to merge duplicate households and people when they occasionally occur.

 

 

Tip: Always merge your duplicate households first

 

Merging duplicate households

To merge households tap Households in the left hand nav bar, then tap the merge button in the top right of the page

 

You can step you through all possible duplicates and confirm if you want to merge them. You are given two match options, either match by address or by household name.

When a potential match is found the details that caused the match are highlighted to help you see why they were matched help to you confirm if they are indeed duplicates.

Next to each household is a star and a checkbox. If checked then that household will be included in the merge. If there is a yellow star that household is referred to as the winner. If there are any conflicting details then the details for the winning household are kept.

When the merge is confirmed the address details are merged to the winning household and the members of each checked household are also moved to the winning household.

households-duplicates.png

 

Merging duplicate people

To merge people tap People in the left hand nav bar, then tap the merge button in the top right of the page

 

You can step you through all possible duplicates and confirm if you want to merge them. You are given four match options, either match by name, by contact details, by either or by both.

When a potential match is found the details that caused the match are highlighted to help you see why they were matched to help you confirm if they are indeed duplicates.

Next to each person is a star and a checkbox. If checked then that person will be included in the merge. If there is a yellow star that person is referred to as the winner. If there are any conflicting details then the details for the winning person are kept.

When the merge is confirmed the name and gender are merged to the winning person then all the remaining details of the other selected profiles are also moved to the winning profile.

people-duplicates.png

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