Merge Manager

Have duplicate records in your database? Not to worry! You can merge Contact Records as well as Group Records.

Go to Contacts > Merge Manager.

First, select whether you want to merge Contact Records or Group Records. 


Then, search for the two records you'd like to merge, and click "Merge Selected Records."


An overlay will display that allows you to select the “Winning” record. Whichever CID is selected as the "Winning" Record will be updated with the transactions, activity, communications, notes, and other information from the "Losing" record. After the merge complete, the "Losing" record will be deleted from the database. 


Please note that merging records is permanent and cannot be undone.

Contact Record Merge

The “Winning” record will be updated with the “Losing” records data (see the list below), and the “Losing” records will be deleted from the system. All duplicate data from the merged records will be removed, and all “Primary” designations for names, emails, employers, etc. will remain the same for the “Winning” record.

The following fields will be updated from all “Losing” records into the “Winning” record for Contact Merge:

  • All Activity/Transaction Records 
  • All Peer Pages, All Subscriptions
  • All Communication Records 
  • All First Names/Middle Names/Last Names
  • All Phone Numbers, 
  • All Addresses
  • All Employers
  • All Payment Sources
  • All Emails (including validation date and result)
  • All Education
  • All Notes
  • All Documents
  • All Important Dates
  • All Tags

The following fields data will be lost during the merger from the “Losing” records, since there is only a single field for each of these data points.

  • CID 
  • Contact Type
  • Household 
  • All Relationships
  • Title 
  • Suffix
  • Informal Name 
  • Nickname
  • Business/Organization Name
  • Profile Image 
  • Birth Date 
  • Social Media Profiles 
  • Website
  • Deceased Date 
  • Social Media Enrichment Date



Group Record Merge

Same as for Contact Records, the “Winning” record will be updated with the “Losing” records data (see the list below), and the “Losing” records will be deleted from the system. All duplicate data from the merged records will be removed, and all “Primary” designations for names, emails, employers, etc. will remain the same for the “Winning” record.

When merging a Group record, you also have the opportunity to update or change the existing Group Name and Group Description for the “Winning” record.

The following fields will be updated from all “Losing” records into the “Winning” Group record:

  • All Associated Activity/Transaction Records 
  • All Members
  • All Peer Pages, All Subscriptions
  • All Communication Records 
  • All Notes
  • All Documents
  • All Tags
  • All Important Dates

The following field’s data will be lost during the merger from the “Losing” records, since there is only one field for these data points: