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.

Examples

Before Merge:

After Merge:

• 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
• 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
• 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
• 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