Sometimes, it can happen that two ChMeetings profiles are created for the same person. While avoiding this situation completely isn’t always feasible or simple, it’s something easy to remedy, using the Merge People feature. It allows you to search for duplicate people by name, email or mobile number to merge them into one profile. The merge includes their attendance, notes and follow ups, as well as text messages, emails and contributions. The feature shows you a list of duplicate people and you can easily choose how to merge. To get started, go to Settings > Tools > Merge People.
Please keep in mind that the import tool has a limit of 500 records per file. If you need to import more, please split your data into separate files, of maximum 500 records each.
💡 Important Tip: You can easily spot potentially duplicate profiles while adding or updating them. If there is an identical or similar email address or mobile number, you will see a notification pointing you to similar profiles.
Before you decide to merge any profiles, we recommend that you open a separate ChMeetings tab and take a thorough look at the profiles you know are duplicate or those you find using the profile search explained below. The merge feature is meant to keep one profile and remove the duplicates. While this is generally very useful, it can happen that the duplicate profile that you decide to remove may be more up to date than the main profile you decide to keep. So, our advice is to see which profile is more complete and more up to date, and ensure that it is the one you keep.
Search for and merge duplicate profiles
This feature is useful when you don’t know exactly what profiles are duplicate. It allows you to search for duplicate people profiles, check them one by one, choose which one to keep while removing the duplicates. When doing so, you keep the data corresponding to the profiles you remove, including attendance, notes, follow ups, text messages, emails and contributions..
Click Start searching for duplicate profiles to proceed.
You will now be shown a list of potentially duplicate profiles, identified using several criteria, including name, email or mobile number. You can filter the list using any of these options.
When you have identified the duplicate profiles you want to merge into one, please select it using the checkbox next to the record. Next, select one main profile - the one that you want to KEEP.
⚠ Very important
Only the profile you select will be kept and the duplicate profiles will be merged into it. The duplicate profiles that are not selected will be permanently deleted. This means that you cannot restore them, even if you have a paid account.
Click on Merge Duplicates when you are sure about your selection. We will ask you to confirm your choice. Please click Merge if you are sure, or close the warning window (x) if you are not.
The profiles have now been merged. You can choose to open the People module to explore, or otherwise search again for duplicate profiles.
Merge two people into one
If you know exactly who has a duplicate profile, this feature is very useful to quickly merge into one. The merged profiles will include attendance, notes and follow up data, text messages, emails and contributions, along with other profile information.
While in Settings > Tools > Merge People, simply click Start to Merge Individual People to get started.
You can now select the two profiles to merge.
⚠ Very important
The first person will be merged into the second person and the first person will be permanently deleted. It cannot be restored, not even if you have a paid account.
Click on Merge Duplicates when you are ready. Once your merge is successful, you can choose to explore the People module or merge two other profiles into one.