Merge Duplicates Workflow
After you run duplicate search processes, use these steps to merge matched constituents:
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Add a merge process. This process will merge records identified as duplicate constituents based on the merge configuration you select. For more information, see Add Constituent Merge Processes. |
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Preview the merge process. Before you run the merge, from the process record, select the Preview Merge tab. On this tab, review the source and target records that will be merged. If you notice records that should not be merged, select them and click Do not merge. For more information, see Preview Constituents to Merge. |
Warning: You cannot undo a merge process so we highly recommend that you create a backup of your database prior to running the merge and/or run test merges in a non-production environment.
Warning: The duplicate merge process can take an extended period of time to run depending on the number of records being merged.
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Confirm that the duplicates have been merged. After the merge process completes, run the constituent search again, then run the Duplicate Constituents Report again. View the report and verify that the duplicate records have been merged. Some duplicates may not have been merged due to settings on the merge configuration. In this case, you can access the Preview Merge tab again on the process record and manually merge these. |
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Continue to run search and merge processes until the database is "clean." Then schedule merge processes to run automatically following each scheduled full and incremental duplicate search process. For more information about how to schedule merge processes, see Configure Merge Process Job Schedules. |