Merge Duplicate Member Records

This article explains how to merge duplicate member records in ParishSOFT. For merging duplicate family records, refer to Merge Duplicate Family Records

To use this feature:

  • Your diocese must enable it for your church.
  • Church admins must assign merge permissions to staff.
  • Both member records must be registered by the parish, or the diocese must handle the merge.

Merging preserves all the giving history. An everyday use case is when a spouse is added as a new member, but already has an existing record.

  1. Prep: Gather the member information and identify the duplicates.
    • Note the member DUIDs and identify which one is going to be the master (permanent) member DUID. 
      NoteMemberDuid.png
  2. Go to the Merge Records page under the Administration Tab (top image) and using merge type Members, enter the Member DUIDs from #1. See image under #3.
    • If there is another duplicate member record to merge, merge the second duplicate at the same time. Just enter the second duplicate member DUID in the Additional Duplicate Member DUID field:
  3. Verify that the member records are correct and click Submit to Queue.
    Search_for_member_duids_and_submit_to_queue.png
  4. Click OK when you receive the following message.
    membermergealert.png
  5. Go to Merge → Merge Queue → Member to see the pending merge records.
    Member_Merge_Queue.png
  6. These records will be merged overnight.
    member_merge_queue_display.png

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