All guides/People/Church admin · 5 min

Merge duplicates

Two cards for one person split their attendance, follow-up and giving. Merge before Sunday.

People → Duplicates lists likely matches. Merging keeps one person. Attendance, gifts and follow-up cards should travel with them.

  1. 01

    Review the pair

    Open the duplicate. Check name, email, phone and household. The welcome form creating a second row for someone already in the directory is the usual case.

  2. 02

    Merge into the keeper

    Choose the record that should remain — usually the one with history — and merge. Do this before you assign follow-up or record a gift against the extra row.

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