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De-Dupe Organizations
Mic Geoghegan (Vice President, Tech Operations)
Mic Geoghegan
Vice President, Technical Operations
12/10/2021 3:46:00 PM

Duplicate Organization can be created through importing contact information, form submissions, and manual data entry. In order to reduce the number of duplicate Organization in the database, you can de-dupe by merging matching households.

Navigate to Automation & Workflow > De-Dupe Organization

Default filters will be in place to assist in finding any recently created duplicate organizations.

These filters can be updated by using the advance filter

The filters that can be updated are Household name, the date range that the organizations were created, when the household was modified, what criteria is being compared and how many duplicates are in the database.

The compare mode filter allows you to select certain criteria to compare the household to. The compare mode allows you to narrow or widen the comparisons using the criteria in the drop down.

For example, if Name Only is selected as the criteria, CharityEngine will compare all of the households that have the same name, regardless if they have other information that does not match such as email or address.

Selecting a more specific filter will result in finding households that closer match, but still may have differing information. For example, if the compare mode is set to Name, City, and State, CharityEngine will match the contacts that have all of the criteria selected.

Additionally, there is a  toggle on the side to leave the name fields blank. If the toggle is set to yes, the search will include people without names, and will only look for the other criteria selected. For example, if you are looking for organizations that reside in the same building but have different names, the toggle would need to be set to yes to match all contacts with the same address.

Filters can also be updated by using the three normal filters Owner, Status, and Dates.

Once duplicate contacts have been found, check the Merge box for the contacts you want to merge

Once contacts have been selected, you will be able to click the drop-down and the merge selected button will appear under the filters, press this button to merge the contacts.

Select the Master Record from the drop-down that will be used as the contact in the database and click the merge button to merge the contacts.

Note: The contact ID will be in sequential order of when they were entered into the database. Using the example above, the contact ID 22752286 was in the database first and 22752302 was entered second.

Need additional help? Click HERE to contact our Support Department.

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