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How to merge two people: Using the Transfer and Delete action

Duplicates happen, learn how to easily combine Timelines, Donations and other data from two profiles using the Transfer & Delete menu.

Tom Cowle avatar
Written by Tom Cowle
Updated over 3 months ago

The Transfer and Delete option allows you to transfer data from one person to another before deleting them. With this option you can transfer:

  • Data from the person's Timeline

  • Connections from and to the person

  • Tags

  • Donations

Please note that currently we can not transfer:

  • Memberships

  • Custom field values (other than tags and connections)


Before using the Transfer and Delete action


Copy over any profile information you wish to keep

Before you delete a duplicate person, copy any useful data from their profile to the profile you wish to keep. You do not need to worry about Tags and Connections, but any other data such as email addresses, phone numbers and any other custom fields you hold will need to be copied over manually.

Check the ID of the profiles you are merging

If the two people you wish to merge have exactly the same name, you can check their ID numbers to ensure you are deleting the correct profile. The person's ID is visible underneath their tags, on the left hand side of their profile.


Using the Transfer and Delete action

1. From the duplicate person's profile, select Transfer and Delete from the action menu

2. Choose the person you wish to transfer this person's connected data to

3. Click Transfer and Delete to complete the process


At this point, connected data will be transferred from the duplicate person to the nominated profile.

The duplicate person will be deleted (you can find them in the Recycle Bin).

You will be taken to the nominated profile to make any edits. Saving the nominated profile is recommended, even if you haven't made any further edits as this removes any duplicate tags and connections that were linked to both profiles.


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