Start a Constituent Merge Process

To merge source and target constituents, you can manually start a constituent merge process. However, before you start a merge process, make sure you have reviewed the Duplicate Constituent Report for the selected duplicate record source and verified that the source and target records that will be merged are indeed duplicates. For more information about using the report, see Run the Duplicate Constituents Report.

You can also access the Preview merge tab on the process page to verify and edit the duplicate matches that will be merged. For more information about previewing the records to be merged, see Preview Constituents to Merge.

Warning: You cannot undo a merge process so we highly recommend that you create a backup of your database prior to running the merge and/or run test merges in a non-production environment.

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.

Warning: The duplicate merge process can take an extended period of time to run depending on the number of records being merged.