Merge Contacts

Learn how to merge duplicate contact records in the Community Relationships module in PEARS.

When duplicate contact records exist in your database, you can merge them into a single record. The merge process combines data from the duplicate records into one target contact and removes the duplicates.

NOTE: Merging contacts is a permanent action and cannot be undone. Review the records carefully before proceeding.

1

Navigate to Community Relationships

From the PEARS homepage, hover over the Engage menu and click Community Relationships.

2

Select Contacts to Merge

On the Community Relationships list page, select the duplicate contact records you want to merge by checking the boxes next to their names.

3

Click Merge

Click the Merge button to begin the merge process.

4

Select the Target Person

In the Select Person to Merge Into field, choose the contact record that will be kept after the merge. All data from the other selected records will be combined into this person.

5

Review the Merge Preview

Review the merge preview to confirm which data will be retained.

The merge process will:

• Combine email addresses from all selected contacts into the target person's record.

• Move all interactions from the duplicate records to the target person.

• Move all registrations from the duplicate records to the target person.

• Delete the duplicate records after all data has been transferred.

6

Confirm the Merge

Click Merge Contacts to complete the process. The duplicate contact records will be deleted and all of their associated data will be transferred to the target person.

TIP: Before merging, compare the contact records side by side to ensure they are true duplicates. Check names, email addresses, and other identifying information to avoid merging records for different people.