To help promote good data hygiene, tributes should be frequently cleaned up by identifying duplicate tributes and merging them into one tribute that contains all the transaction data. Duplicated tributes can easily be created when donors make a tribute donation due to a new tribute being created with every donation.
To eliminate duplicate tributes, you will first need to create a query to identify the duplicates, then choose a master tribute to merge all of the other tribute data to, import the data to update the tribute records, and finally deactivate the merged tributes.
To create the query, navigate to Automation & Workflow > General > Queries > Create New and select Donations from the dropdown and click Tribute Acknowledgee.
Select the Source Transaction Id, the Tribute Id, Tribute Name, and Tribute Acknowledgee Id. These fields will make it easy to identify duplicate tributes and select a master tribute.
If you do not add a filter, all tributes that live in your database will be pulled into the report. If you are cleaning up your tributes on a regular basis, you could add a date created filter to filter only tributes created within that time frame.
Export the data to excel.
Once in Excel, filter the data to sort by Tribute Name to find all the duplicates.
As you can see in the data above, there are multiple transactions that have the same tribute name and need to be merged into the singular tribute instead of several.
You will need to decide which tribute will be the master tribute and make a list of all the other Id’s. This separate list will be used to deactivate the old tribute records in a second import. Once the list is made change the Id of all of the other duplicates to that Id (the master tribute ID).
Once the list is made change the Id of all of the other duplicates to that Id. As you can see below all of the tribute Ids have been changed to 1383005. This will ensure that all of the transaction data will be attribute to the tribute, including the Acknowledgee data.
Now that the spreadsheet has been manipulated, navigate to Automation & Workflow > General > Import & Export and select Import.
Import to Tributes.
Add Transaction Id, Tribute Id, Tribute Name, and Tribute Acknowledgee Id as fields in the import to match the fields in your excel sheet.
Upload your file and finish the import.
Once the import has processed, navigate to the Tribute listing screen and search for the tribute Id. On the Acknowledgee tab, you will now see that tribute acknowledgees have been attributed to the tribute with their transactions.
The last step is deactivating the tribute Id’s that these transactions were originally associated with. Navigate to Automation & Workflow > General > Import & Export > Create New > Import and select tributes as the import to, just as you did in the first import. Add Tribute Id and Active as fields for the import. To make them inactive add 0 in your excel spreadsheet under the ‘Active’ column.
Upload the list of tribute Ids and finish the import.
Once the import job process, all of the tributes will become deactivated.