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Merging people records helps you ensure that your data is accurate and up-to-date by merging duplicate records.

For example, suppose an individual's address changes. A volunteer in your organization updates the individual's address, but that individual has a duplicate record in ACS. If you use a search or filter to pull addresses before sending a mailing and the duplicate record is found, the mailing could be delivered to the incorrect address.

When you merge individual records, the merged record is a more accurate record of that individual's activity, and the duplicate record is deleted.

Note

Before merging records, be sure you have a current backup in case a mistake occurs. That is the only way you can reverse the changes.

 To merge people records
  1. Carefully select the preferred and duplicate record. To learn more about this, see Before Merging People Records.
  2. Under Manage Records, click the Tasks tab.
  3. In the drop-down list, select People Merge Records, then click Go .
  4. In the Merge Records window, under Select Preferred Record, click Find Person.
  5. When the Find Person window displays, select the Preferred Record and click OK. The preferred record's name, address, and member status now display in the Merge Records window.
  6. Under Select Duplicate Record to Merge, click Find Person.
  7. Select the Duplicate Record and click OK. The duplicate record's name, address, preferred e-mail, and member status display. To view additional information on the record, click View/Edit.
  8. OPTIONAL: Click Access ACS to view and compare the selected individuals' data in Access ACS. 
  9. Click Merge.
  10. When the confirmation message displays, click Yes.
  11. For each field, select the fields to keep. For some information, such as home, mailing, or e-mail addresses, you can keep both addresses by selecting a new address type for the second address.
  12. When the merge is complete, click OK.