What is it?
Duplicate Profile Management is a tool that lets you merge two individual profiles in your database together. This allows you to decide which details you would like to maintain for the final Keeper, and retain the message, invoice, and submission histories of both profiles.
How do I do it?
Find your Keeper! This is the profile that will be kept after the merge, so we strongly recommend starting here, rather than with the Duplicate profile. Under the Actions drop-down, select "Find A Duplicate" to begin.
On the following page, you will be able to search for the Duplicate. Type in at least 3 characters, and you'll be on your way! You can merge two profiles at a time, but feel free to return if you have more profiles to merge together.
Once you have chosen the Duplicate profile, the following page will let you determine the Attributes you would like to retain from the Keeper, and those you may like from the Duplicate. While Member Type Name and Status cannot merge, these are easy to edit once the merge is complete. 
For every drop-down you will see a designation for which information is coming from the Keeper and which is from the Duplicate. Any adjustments you make will be highlighted in green.
Once you are satisfied with your selection, click "Merge". You will be greeted with a pop-up to remind you the merge cannot be undone. Make sure you're set, and confirm your Merge.
Upon merging, you will be able to go view your newly polished Keeper profile. And, remember, your Duplicate profile has been moved to deleted status.
Comments
15 comments
I'm not seeing where to do this in our profiles. Is this only for certain users?
Hey there Gail! This is a feature on our current platform, where as it looks like you are still on the Classic platform. This is why you are not seeing it. I hope that helps clarify!
Thank you. I'd like someone to send me the info on switching - differences, costs, etc.
Because I thought we were to be switched a long time ago, but obviously we didn't or weren't. Thanks!
Hey Gail, I just sent you an email with more information. I hope that helps!
So glad you created this feature - it's something we specifically asked for! Now we can easily do this ourselves without having to waste time contacting your Support! THANK YOU!
Is there a way to quickly search for duplicate profiles or do you have to do this on an individual basis? I am currently outlining a database clean-up project and merging profiles is one of these steps. Also, is there a way to reduce the occurrence of duplicates? If you take a form as a new individual on the admin side, it will give suggestions of profiles to use but it would be great if this was on the user side also.
Hey Ryan! Utilizing "Find a Duplicate" is the quick way to search for those duplicate profiles. Merging can only be done one at a time, because you cannot un-merge a profile afterwards, so it's good to do these one at a time.
I find the best way to reduce the occurrence of duplicates, if this is something you run into, is to utilize more communication options with users who are taking your Forms. Adding to your Login Labels with additional details for those folks who might not realize their email is already in the system for a reason and that they can simply reset their password can go a long way!
Logged in this morning to update some profiles, and the "find duplicate" option has disappeared from the Action list. Any advice on where it went?
Hey there Marci! "Find A Duplicate" is only an Action for Individual or Linked Profiles, not for Organizational Profiles. If you're looking at an appropriate profile and still don't see the action item, please reach out to our Help Team so we can assist!
I will reach out - because these are individual memberships - it was there but now it's gone!
When you are merging a duplicate, are you able to choose which username to keep?
Hey Alyson! The Username (and Password) that is utilized is going to be the Keeper profile's. I hope that helps clarify!
Is there a reason that we can't merge duplicate Organizational profiles? Why is this only a feature for individual profiles? Thanks!
Hey Sarah! If you run into a lot of duplicate Organizational profiles, be sure to leave us feedback so we can consider implementing it as an option for them, too.
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