When merging two accounts you'll have two donor records:
- The Master Record: the one you want to keep
- The Duplicate Record: the one you want to remove
To merge the Duplicate Record into the Master Record, you'll need the Duplicate Record's ID.
To find a Donor ID:
- Go to the Donors section.
- Search for the donor.
- Open the donor's record.
- The Donor ID is listed in the "Donor Information" section
Next, you'll follow the same actions from Step 1 to locate the Master Record.
Go to the tab called, "Manage this Donor".
In the Manage This Donor tab, there is a text box called "Donor ID to Merge".
Enter the Duplicate Record's Donor ID in this text box.
Click the "Preview" button. The page will refresh.
(Hint: you may need to click the "Mange this Donor" tab again to see the preview).
If everything looks good, click the "Accept & Merge" button to complete the process.
Things to note:
The "master" donor's contact information will not be changed or updated from the duplicate record. Only donations, recurring schedules, activities, and fund designations are migrated from the duplicate record into the master donor record. The duplicate donor record is marked as deleted and will no longer be available in RaiseDonors.
This is important for CRM integrations that leverage the "CRM Key" field in a donors profile. The CRM key will remain as-is for both the master and duplicate donor records. If after performing the merge operation, the CRM key needs to be updated for either donor record, you can click the "Edit Donor" button to manually adjust the CRM key.