You will need the Full Write People permission to perform this action.
If you need to merge duplicate profiles in One Church Software, you can do so by first locating the appropriate individual. You can either use the top search bar on the page to find the profile or navigate to Contacts from the left-hand navigation menu and search for the name there.
Once you’ve selected the correct profile, go to their profile page and click the Actions button at the top right of the screen. From the dropdown menu, choose Merge with...
The Merge Person Profiles window opens with two columns. The profile you started from appears on the left under Profile to keep. Search for the duplicate in the Profile to merge box on the right. The profile on the left is the one that survives the merge; the profile on the right is merged into it and then deleted. Use the swap arrows between the two columns to switch which profile you keep.
Warning: You cannot merge a profile that has an active recurring giving schedule into another profile. If the profile in the Profile to merge column has one, One Church Software displays a warning and the merge is rejected. To continue, either use the swap arrows so that profile becomes the Profile to keep, or cancel its recurring schedule first.
Below the two profiles, you’ll see every field where the two profiles differ, grouped into sections — General, Check-In, Additional Fields, Important Dates, Family, and Associated Records. Select the value you want to keep in each row. In the Family section you can choose whether to Merge them in as well or Keep them in the other family for the family members attached to the profile being merged.
Note: Associated records (such as access rights and permissions) will be combined into the profile on the left side before the merge. However, privacy settings, recurring schedules, and payment methods will be kept only for the left-side profile. If moving all family members to the merged profile, family contact information will be transferred as well. This action cannot be undone, so review all details carefully before confirming the merge.
Helpful Tips
Keep in mind that privacy settings, recurring schedules, and payment methods will be kept ONLY for the left profile. This information will be deleted on the right profile.
Any permissions assigned to both profiles will be combined into the left profile. In this way, the user keeps the highest level of access given.
The right profile will be deleted from the system.
You cannot put a profile with an active recurring giving schedule in the Profile to merge column. Swap the profiles so it becomes the Profile to keep, or cancel the schedule before merging.
You cannot merge the same person (i.e. both the left and the right should be different people).
If moving all family members to the merged profile, family contact information will be transferred as well.
Both the left and the right profile must be unarchived.