Merging

Merge accounts is used to merge duplicate accounts to create a single account. Most often this gets used when two accounts were created in the system for the same individual. This puts all information listed under Account #1 (contact logs, associations, participation, pledges and payments) and merges the data into Account #2. Basic account information such as the name, id, and all information in the top yellow area of the account screen remain the same as what is listed for Account #2.

How to Merge Accounts

• Go to Accounts – Manage Duplicates
• On the manage tab, click on the merge button
• Enter the account number of the account you would like to get rid of. Click on Account ID to bring up the search screen. (Click on to open the account for viewing.)
• Enter the account number of the account you want to keep. Click on Account to bring up the search screen. (Click on to open the account for viewing.)
• The button allows you to reverse the two accounts if you want the first account that you chose to be the one that remains and the second one to be removed
• Click merge to merge the two accounts.