Data conflicts

When matching constituents have different names or contact information, we call these "conflicts." The program compares data in these fields to find conflicts and then applies constituent update rules to resolve the differences:

• Birth dates: Birth date field

• Phone numbers: Number or Phone type fields

• Email address: Email address or Email type fields

For names and addresses, the program first checks these core name and address fields for conflicts:

• Names: First name, Middle name, Last name, Title, and Suffix fields

• Addresses: Address type, Street number, Street name, City, State, Zip code, Is primary? and End date fields.

Then, the program checks all other additional name and address fields on the constituent record.

Automatic updates: If there are no conflicts in the core fields, the program updates them and then checks for conflicts in all additional name and address fields. If there are no conflicts in the additional fields, the program updates those as well. If there are conflicts in the additional fields, but not in the core fields, the program updates the additional fields unless the constituent update rule is set to Ignore name/address. In that case, the program does not add or update the additional fields. If there are conflicts in the core fields, the program uses the selected constituent update rule for all fields (core and additional).

Manual Review: If there are conflicts in the core fields, the program uses the selected constituent update rule for all fields (core and additional) except when the rule is set to Ignore name/address. In that case, the program does not add or update the additional fields.