Merging Duplicate User Records + Video
Occasionally, you may need to merge duplicate user records to improve reporting (eg, donations credited to duplicate donor records) or avoid confusion (eg, a user places bids from separate accounts (eg ticketed guest vs online bidder).
To Merge User Records:
- Go to Admin > Manage Users
- Click on Common Filters > Possible Duplicate Users to view users with more than one record.
- Select two records by checking the boxes in the column on the far left then click on the Merge Users button.
- The merge forms displays both records and allows you to review and keep the best contact and custom field information from each record. Donations, bids, orders and other history is automatically retained from both records.
- Click Save and Merge.
Note: If both users have a ticket, you will need to return or unassign one of the tickets before merging. Also, you cannot merge business and individual user records, you will need to edit one of the user record types before merging.
If users have more than two records, it may be easier to simply delete cursory records that were imported or migrated from past events. The software will block the deletion of any users with activity on the site (bids placed, donations or purchases made etc) so deletions of marginal records is quite safe.
Then, select the data you want to retain and Save and Merge:
