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Church Member Software

Finding and merging duplicates

Spot people who are on your records twice, and combine them.

Who can do this: Administrators and staff

  1. Step 1: Find possible duplicates

    On the People page, choose Find duplicates. You’ll see pairs of people who share a name, email address or mobile number, and why they were matched.

    The Possible duplicates page, showing two records for Raymond Smith matched by same name and same email, with a Compare button.
    Open a larger view (opens in a new tab)

  2. Step 2: Compare and merge

    Choose Compare. Pick which record should stay, then choose which details to keep from each. Tags, notes, key dates and giving from both are combined. Then choose Merge records.

    If they’re two different people, choose Not the same person and the pair won’t be shown again.

    The Merge two records page, asking which record should stay and listing each detail side by side, such as title, first name and email.
    Open a larger view (opens in a new tab)

What happens next

Merging can’t be undone from the screen, but a copy of the removed record is kept for your records.

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