Introduction

Merges are used to combine two duplicate records together and are recorded in the Merge History section of CharityEngine®. To access Merge History, navigate to Automation & Workflow > Contacts > Merge History.

Use the Advanced Filter and the quick filters to search for a specific merge.

NOTE: The merges listed on this page cannot be undone or deleted. They are available for informational purposes.

By accessing the merge history, you will be able to see when the merge happened, the merged contact, the new contact, and who completed the action.

• Merge Contacts
• Data Hygiene: De-Dupe Households
• Queries: What Can I Do with Queries - Locating Contacts Within X Miles
• Queries: What Can I Do with a Query: Donations Within X Days
• Queries: What Can I Do with Queries - Event Registration
• Assigning Groups, Tags, and Opt- In Lists Through Importer (Legacy)
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool (Legacy)
• Trigger Tool – Creating an Opt-In List (Legacy)
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Contacts: Creating a New Person Contact from an Organization Record
• Contacts: How to Create a New Affiliate/Chapters (Legacy)
• Opportunities - Moves Management: How to Create a Simple Track for Opportunities
• Reports & Analytics: How to Use the Report Builder Tool (Legacy)
• Contacts: Managing Contact Status Types and Priority
• Contacts: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• New Filters for building Contacts Reports
• CharityEngine Best Practices for Employees and Volunteers Who Leave an Organization
• Calculated Custom Fields
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Promoting Custom Fields on Contact Summary Page
• Sustainer Records: How to Deactivate Sustainers in Mass
• Giving History and More Contact Filters
• Automation & Workflow
• Creating Custom Fields
• API Configuration: How to Configure your WealthEngine API Key
• Automation & Workflow: Merging Contacts in Bulk through Importing
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Contacts: Reassigning a Contact
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Data Governance: Best Practices for Backing Up Data (Legacy)
• Data Importing: How to Import Transactions
• Contact Records: Changing Contact Type (Legacy)
• Removing Audience Members From Lists
• Workflows: How to Bulk Delete Transactions Using Transformation Tool
• Data Importing: How to Import Relationships
• Contact Management: Contacts Who Are Online Now
• Memberships: How to Create & Manage a New Member - A Comprehensive Guide
• Memberships: How to Manage Existing Membership Records
• Tributes: How to Clean Up Tributes without Acknowledgees
• Contacts: How to Create and Manage Activities (Legacy)
• Workflow & Automation: Data Governance - Transaction Management (Duplicate Transactions)
• How to Create a Solicitor
• Contact Records: Addresses
• Automation & Workflow: A Basic Understanding of Triggers
• Contact Emails
• Contacts: How to Add Badges to a Contact Record
• Contacts: Creating & Adding Tags or Groups (Legacy)
• Printing the Contact Summary Page
• Data Import: How to Import Soft Credits
• Email Activity Tracking within CharityEngine
• Contact Record Page
• API Integration: Configuring API User Account (Legacy)
• Automation & Workflow: Manually Sending Year End Statements to Households
• Automation & Workflow: Using the Import Functionality to Append Data
• Data Enrichment Job: How to Update Address with the Zip +4 and USPS Address Correction feature
• Trigger Tool: How to Auto Assign Contacts to a Household
• Contacts: Quick Actions
• Contacts/Transactions : Quick Filter - My Preferences
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration & Reporting(Legacy)
• Contacts : Files
• Reporting and Dashboards
• Reports & Analytics: Overview and Usage of the Reports & Analytics Application
• Automation & Workflow: Modifying a Data Job
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Automation & Workflow: Data Transformation
• Automation & Workflow: An Overview of Triggers & Use Case - Examples (Legacy)
• Contacts: Adding Contacts to Your Basket for Exporting
• Data Importing: How to Import Pledge Accounts & Historical Pledge Transactions
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Queries: What Can I Do with Queries - Creating A Transaction List - People, Households, Organization
• In-Kind Gifts: How to Create and Manage In-Kind Gifts - A Comprehensive Guide
• Data Governance: Change Logs
• Data Importing: External Bulk Verification Services
• People: People, Households, & Organizations Search
• Automation & Workflow: An Introduction to Queries
• People: Creating & Adding Tags or Groups
• Developer: API - Installing the CharityEngine Public Web API
• Data Importing: How to Import Contact - People Data
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Data Importing: Contacts & Use of Contact Matching
• Exporting Data: How to Schedule an Export Data Job
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Email Campaigns: How to Build Opt In List - Using Query Builder to Segment Existing Lists
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool
• Reports & Analytics: An Introduction to Frequent Reporting Options within CharityEngine
• Trigger Tool – Creating an Opt-In List
• Data Governance: Best Practices for Backing Up Data
• API Integration: Configuring API User Account
• Reports & Analytics: How to Use the Report Builder Tool
• Data Importing: How to Import Transactions
• Automation & Workflow: An Overview of Triggers & Use Case - Examples
• Contacts : Legacy vs. Compliance
• Leveraging Opportunities for Existing Major Donor Management - Cultivating
• Opportunities - Moves Management: Locating and Managing Existing Opportunities
• Contacts: People, Households, & Organizations search (Legacy)
• Search & Manage Contacts
• Automation & Workflow: How to De-Dupe People Contact Records
• Data Hygiene: De-Dupe Organizations