Match-Merge

Match-Merge

To help you remove duplicate records, we have a feature called Match-Merge.

Match-Merge Report

The Match-Merge report helps you identify duplicates and merge records. It allows you to transfer additional records, such as invoices and payments, from one record (to be voided) to another record (to be retained).

Here's how to use the Match-Merge feature:

1. Run the Match-Merge report. You can choose to search based on business name, phone, or last name. The report will present members who match on these fields. Please note that this report may take a few seconds to generate as it is a complex process.

2. The report will display two columns. The right column contains the link to the merge tool.

Manual Merge

Alternatively, you can access the merge tool from the member database admin menu:

1. Go to the member database admin.

2. Select the "Merge" option from the tool menu.

Using the Merge Tool

Once you are in the merge tool (either from the report or member database admin), you will see a two-column screen. Here, you can choose which data elements from the source member record you want to retain.

After merging, the combined record will include the selected elements in the member's profile.

Other items associated with the source records, such as billing records, project/committee assignments, and certifications, will be retained together under the new record. For example, if record A had 1 invoice and 1 payment, and record B had 2 invoices and 1 payment, the new record will have all 3 invoices and 2 payments.

The Match-Merge feature simplifies the process of removing duplicate records and consolidating information in a single, clean record.