Merge two records

Step 1: View record

  • Click on “Deduper”.
  • Select the deduper.
  • Click on “Constituents”.
  • Click on “Find duplicates”.

Step 2: Merge records

  • Click on a duplicate record.
  • Review the data.
  • If the constituent records are for the same person, click on “Merge”.
  • Click on “Merge records”.

Step 3: Keep it clean

  • Click on “Sync Activity”
  • Click on “Request data”.
  • Click on “Constituents”.
  • Click on “Find Duplicates”.
  • Verify the number of duplicates is decreasing as the data cleanup continues.
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