How to merge duplicate member records
The following caveats must be in place to use this feature:
- This article is specifically written to show how to merge duplicate member records. See the following article to learn how to merge duplicate family records.
- First, if you are under a diocese that uses the ParishSOFT diocesan suite, the diocese must turn this feature on for your church. Otherwise, that permission is turned off by default.
- In addition to that permission, each church administrator must give this permission to the staff responsible for merging duplicate records.
- Also, both member records must be owned (registered) to the parish or the diocese will need to process the merge.
Note: if both member records have a giving history, merging will not lose any giving history from either record.
- One example of when this feature might be used is if a couple marries and a new member record is created for a spouse but they already had an existing record in their original family record. When this is discovered, the original member record may be merged into the new member record.
- Prep: Gather the member information and identify the duplicates.
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Note the member DUIDs and identify which one is going to be the master (permanent) member DUID.
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Note the member DUIDs and identify which one is going to be the master (permanent) member DUID.
- 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:
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Verify that the member records are correct and click Submit to Queue.
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Click OK when you receive the following message.
- Go to Merge → Merge Queue → Member to see the pending merge records.
- These records will be merged overnight.
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