The steps are nearly identical, with the only distinction being that in the duplicate feature, the two profiles available for merging are pre-selected. On the other hand, when using individual profile pages, you must manually select the specific profile you want to merge with.

Step 1: Access the Duplicates feature through the admin panel

Note: The left column represents the Original profile, and the right column represents the duplicate profile. You can swap these by clicking on "Swap."

Note: The algorithm calculates a weighted match based on similarities in fields like Name, Class, Major, etc., and presents pairs of profiles with match percentages equal to or greater than 80%.

Step 2: Duplicates Feature. Click on the ‘Merge’ button to proceed. The screen below will appear.

Step 3: Merge profiles. Select the fields you want to merge in the profile.

Step 4: After selecting the fields, click 'Merge.' All selected data will be copied to the ‘Original/Master record,’ and the ‘Duplicate record’ will be archived.

Step 1: Visit the unregistered profile identified as a 'Duplicate' and click on the 'Merge Profiles' button.

Step 2: Search for the 'Original' profile and select the appropriate one from the drop-down menu.

Step 3: Click 'Merge Profile.'

Step 4: Follow Steps 3 and 4 in the first method.

While both methods achieve the same goal, the process is simpler when using the Duplicate Profiles feature. It offers two added benefits:

Tip: Reserve the "Swap" option for profiles under "Other Profiles."

For any further questions or assistance, please contact us at help@almabase.com or through the Intercom Chat 💬. We are here to assist you! 😄
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Here are some FAQs on Merge Process.