There are two methods for merging duplicate profiles.
Using Duplicates Feature
Merging from Individual Profile Pages
The main difference between the two methods is that the former automatically selects profiles available for merging whereas the latter requires manually specifying the right profile.
Method 1: Using Duplicates Feature
Step 1: Access Duplicates Feature
Navigate to the Duplicates feature in the Members section on the admin panel.
Note: In this view, the left column shows the Original profile, while the right column shows the Duplicate profile. Use the 'Swap' button to change their positions if necessary.
The system uses a weighted match based on fields like Name, Class, Major, etc., and presents profiles with a match percentage of 80% or higher.
Step 2: Initiate Merge
Select the 'Merge' button for the pair you want to merge.
Step 3: Select Fields to Merge
Choose the fields you want to merge from both profiles.
Step 4: Complete the Merge
After selecting the fields, click 'Merge'. The selected data will be transferred to the Original/Master record, and the Duplicate record will be archived.
Method 2: Merging from Individual Profile Pages
Step 1: Identify Duplicate Profile
Visit the profile identified as a 'Duplicate' (and is an unregistered profile) and select 'Merge Profiles'.
Step 2: Find Original Profile
Search for the Original profile and select it from the drop-down menu.
Step 3: Initiate Profile Merge
Click 'Merge Profile'.
Step 4: Follow Previous Merge Steps
Complete the merge process as outlined in Steps 3 and 4 of the first method.
Tips for Merging
The Duplicates Feature simplifies the process with its match score calculation and the 'Swap' button.
Use the 'Swap' option for profiles listed under 'Other Profiles'.
Check out the FAQs on Merge Process
Please write to us at firstname.lastname@example.org or through the Intercom Chat 💬 if you have any queries or concerns😄.