Manage Constituent Merge Processes

A constituent merge process merges duplicate constituent records by moving data from a source record to a target record. Each process you add uses a merge configuration you select to determine which data is moved from source to target records. The source and target records are determined by a duplicate record source you select. The record sources are generated when you run a search process.

You can add multiple processes as needed to merge records in different ways. Additionally, you can run a constituent merge process manually or schedule them to run automatically. To view and manage the constituent merge processes for your organization, select the Merge Processes tab on the Constituent Merge page.

Warning: When you start the process from the Constituent Merge page, the process merges all potential duplicates. To preview constituents to be merged beforehand, you can go to the process page and scan the preview tab. Otherwise, you can view the Duplicate Constituents Report for potential matches. From the process page, you can also start the process.

Under Merge processes, the names and descriptions appear for your constituent merge processes. Depending on your system role, you can add, edit, delete, and start merge processes from this page. To update the grid, select Refresh List.

To view additional information about a process, including the status of the most recent run or to preview and edit the constituents to be merged in the next run, select a process in the grid and process and select Go to process. For more information, see Constituent Merge Process Page.