Account Merge

When you view the Duplicate Merge page, eTapestry show which account is the duplicate and which is the target account. The duplicate account will be removed from the database. Based on your selections, information from the duplicate account can be moved to the target account. To swap the accounts, click Switch Duplicate and Target under Tasks.

For each account, information from the account's Account Settings page and Define Fields page appear under Account Information.

For each account, information from the account's persona types appear Personas. To view more information about each persona, click Show More Detail. The target account may contain persona types that do not exist on the duplicate account. In this case, a line appears under the Personas section to show which other persona types are available but not displayed. To view these additional personas, select a persona type from the Persona menu. You can also use this menu to change a persona type and to create new personas. The menu uses an asterisk (*) to indicate which personas exist on the target account.

Use this information to determine how you want to combine the accounts.

Journal items and relationships do not appear on the merge screen. These types of data will always be merged because they provide historical information about the donor. To discard this information, do so from the Relationships or Journal page.

Note: Consent field values will be updated whether you select Merge, Replace, or Ignore. Journal entries on the two accounts will be scanned in order of the most recently created and populate the account level Consent fields until they are all populated or there are no more Journal entries.

• Merge - This option adds values from the duplicate account to the target account, but does not remove any target account data. For fields that can only have one value, if both accounts have values, only the target account value is saved.

• Replace - This option moves all values from the duplicate account to the target account. For fields that can only have one value, the duplicate account value overwrites the target account value.

• Ignore - This option keeps the target account values. The duplicate account values are deleted.

Warning: If both accounts are in different household relationships, a warning message appears to indicate that you cannot merge them. Click a link from the warning message to access an account's Relationships page, remove the account from the household relationship, and then merge the accounts.

When the merge is complete, a note appears on the Journal page of the target account. It shows which merge options were used, a summary of how many journal entries and relationships were moved, and an archive of the account and persona information for each account before the merge.