Manage and Merge Duplicate Constituent Records

To help you avoid multiple records for the same individual or organization, Raiser’s Edge NXT helps you:

  • View duplicates as you add new constituents or from Duplicate management

  • Automatically match duplicate constituent records

  • Manually merge duplicate constituent records

View possible duplicates

You can check for possible duplicate constituents:

  • When you add a constituent, review potential matches to choose an existing record or proceed with a new one.

    Tip: Matches are based on names, but you can add details like address, email, or phone to improve accuracy.

  • From Constituents, Duplicate management, you can view the strength of the potential match, and what fields the match is based on (such as name, address, phone number, or email address). For more details, see Review possible duplicates.

    Note: You can also access this list from Constituents, Data health. Under Possible duplicates, choose the number of records to see a list of constituents identified as potential matches.

Automatically match constituents

When someone fills out a form in Raiser's Edge NXT, donates through JustGiving, or creates a JustGiving fundraising page, Raiser's Edge NXT checks for an existing constituent record to update before creating a new one. For details, see Automatic Constituent Matching.

Note: To also check for existing records for online registration forms, you must configure the form. For more information, see Constituent Matching for Participant Records.

Manually merge duplicates

From Constituents, Duplicate management, you can clean up duplicates that slip into your database through imports in database view, third-party integrations, and online forms when matches with existing records aren't exact. For more details, see Review possible duplicates.

Note: For automatic matching in Raiser's Edge NXT, name and email fields must match exactly. In Constituents, Duplicate management, the system uses more flexible criteria to help find duplicates, including those with typos.