Merge Duplicate Agency Records

Posted almost 6 years ago by Katie Walsh

Post a topic

Katie Walsh

We work wtih hundreds of agencies, some of whom create duplicate records because they don't know they already have an account on our website (staff turnover, etc.). When there already are duplicate records, it would be great to merge them into one record since records cannot be deleted. The last system we used had a feature that allowed us to merge duplicates records by checking the correct info for each field. So it showed the duplicate records next to each other and you just clicked on the most up-to-date info for each field. It was slick. Anyway, I am looking for ways to keep our data "clean". I’d like to delete inactive, old, out of date agency records and just keep the most current accurate record, but I completely understand that deleting records is not always the best either. Thanks!!

3 Votes

13 Comments

Eli Poulos posted over 1 year ago Admin

Hi Vivian and Sara,

Thanks for following up here!

While I don't have any specific updates on this feature request, I can say that this one is definitely a contender for enhancements we plan to build this year! I have logged both of your posts as support for this feature request, and I definitely undestand the need to be able to merge duplicate agency accounts on your site.

I will keep everyone on this thread posted about this idea, and I appreciate your feedback and ideas!

0 Votes

Sara Thomas posted over 1 year ago

Oh and in doing the merge, I would like the hours to merge together. Some volunteers do have 2 user accounts for various reasons. It is hard for me to calculate lifetime volunteer hours that way.

0 Votes

Sara Thomas posted over 1 year ago

I didn't read all the comments but this is greatly needed. I would like to have a duplicate report that I can run and then manually approve if I want to merge records or not. Our donor database allows us to do this type of work.

0 Votes

Vivian Byrd posted over 1 year ago

Hello - has any progress been made on this request? We are also seeing a lot of duplicate account creation, and in fact some of the old accounts seem to be activating themselves instead of staying inactive when a new person creates a new organization account.

0 Votes

Shonie K. posted almost 2 years ago Admin

Hi there,

We truly appreciate you following up here, in our forums! I have added your thoughts to our notes on this particular request. I can see how this would benefit many clients, since agencies tend to change hands and duplicate profiles can often be accidentally created.

Thanks again, have a wonderful new year!

Shonie

CX Specialist

she/her

0 Votes

Volunteer Engagement posted almost 2 years ago

Hello! I am here to add another vote to finding a way for us to merge agency records. We have about 3-4 agencies with duplicate entries and would like to merge them so that they maintain the fans and opportunities attached to each. We have come up with a kind of labor-intensive way to transfer the fans, but would prefer an easier solution, if possible. I reached out to the help desk and they encouraged me to submit my recommendation here.

0 Votes

Shonie K. posted over 3 years ago Admin

Hi Jenny,

Thanks so much for commenting on this suggestion thread! Because this particular request would be a bigger lift and a more involved build, there has not been any updates in regards to this request that I am aware of.

However, having more admins voice that this would be useful to them is always helpful in getting something like this put back in front of our team to re-review for consideration. I have added your thoughts to our current notes about this request, and will be sure to bring it back up to the team at our next enhancements meeting.

Thanks for checking in,

Shonie

CX Specialist

she her

0 Votes

Jenny posted over 3 years ago

Any update on a merge tool? It is way easier to be able to manage on the back end, than having to go to each individual agency, have them decide which profile they want to keep, inform all of their fans that they will/will not be closing that particular account, lose all their history...you get the drift. Please make a merge tool a high priority for upgrades.

0 Votes

Eli Poulos posted almost 5 years ago Admin

Good morning Andrew,

Thank you for voicing your support here! I have updated the enhancement request to show that this idea has had some recent activity. We haven't implemented an agency merge tool, but if you have questions about merging user accounts, we may be able to help you. Send in a ticket to support about merging users, and we can help you with your specific situation. Thanks!

0 Votes

Drew Curry posted almost 5 years ago

Did this every get figured out?

0 Votes

Eli Poulos posted over 5 years ago Admin

Hi Christina, I will also add that to our board. Thank you for your suggestion!

0 Votes

Christina Cook posted over 5 years ago

I feel the same way with duplicate user accounts!

1 Votes

Eli Poulos posted over 5 years ago Admin

Hi Katie, I will add this to our internal enhancement board and be sure to discuss in in our next round of enhancements. In the meantime, if you have a group of agencies you would like to merge, or some that you would like to permanently delete, please send a ticket to support and we can help you with this further.

Thanks for reaching out!

0 Votes