This article explains how to find duplicate contact records and merge contact records individually and in bulk in the Contact Database module.
Go to the Operations app > Data Manager module > Conflicts tab, this tab will have the following subtabs:
- The Conflicts subtab where the system will automatically flag contacts with the same email address.
- The Merge subtab where you can merge two or more contact records by keeping the values you want in each field, resulting in on single record.
- First, select two or more records to merge using the "Search Contacts" button
- Next, click on the value of each record you want to keep. Only the values highlighted in green will be kept, other values will be permanently lost.
- The Bulk Merge subtab where you can merge entire categories of users at one time.
- First, choose one or more Source categories, and a Target category that you want to merge them with.
- Next, for each field in your database, decide whether the Source or Target should have precedence during the merge process: if two users who are being merged both have data in that field, the one with precedence will overwrite the other. (Keep in mind that overwritten data will not be permanently lost, and can be restored later.)
- Finally, click Merge. During the merge process, if the categories being merged have any conflicts, a popup will appear for resolving them.