Merge Donor Profiles

Merging Duplicate Donor Profiles

Objective

This guide explains how to merge duplicate donor profiles to keep your records organized and clutter-free.

💡 Why Merge Donor Profiles?

Merging duplicate donor profiles helps maintain clean and accurate records, ensuring that all giving history and transactions are consolidated under a single profile.

How to Merge Donor Profiles

1. Navigate to your manager dashboard and click the Donors tab in the menu on the left.
2. Click the Donor Merge tab in the top banner.
3. Select the two giver profiles that need to be merged:
• First, select the duplicate donor profile that should be removed.
• Second, select the giver profile that should be retained.
4. Confirm your selections and complete the merge.
   
   

Important Notes

• Merged Data: When you merge two giver profiles, it will combine their recurring transactions, giving history, text giving, and payment profiles.
• Unique Identifier: The email address is the unique identifier for a giver's profile.
• Permanent Deletion: The donor profile that’s absorbed into the other will be permanently deleted.
• Deleting Profiles: To completely delete a donor profile from your system (without merging it into another giver profile), contact our Support Team with the name and email of the giver profile to remove.

Have Questions or Need Help?

If something isn’t working right, we’re here for you!

• Technical Support: Available Monday–Friday, 8 AM–5 PM CST
• Product Help: Visit the Help Center or click the ❓ icon in the product for tutorials and step-by-step instructions
• 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night
• Personalized Support: Contact the Sales Team at [e-mail] for guided help through our paid services

💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!

Updated May 13, 2025 19:23