You will need the Full Write People permission to perform this action.
Version 7
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 on the "Actions" button (a blue button located at the top right of the screen). From the dropdown menu, choose "Merge with..."
Next, you’ll be prompted to type in the name of the profile you want to merge with. Once both profiles are selected, you will see them displayed side by side. The profile on the right side is the one you’ll keep, while the left side is the one that will be merged into the right. You can switch which profile to keep by clicking the arrow swap button between them.
You’ll then be able to select which data to retain from each profile under various categories, including general information (first name, last name), check-in barcode, additional fields, record type, important dates, and custom fields.
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.
Version 6
To begin this process, navigate to the person's profile you wish to merge into and click on "Actions > Merge with..." in the upper right area.
You can also click on "Merge with..." from the drop-down at the end of a row in the people listing screen.
A pop-up will appear with the person you selected automatically populated in the "Profile to keep" field. Search for the person you would like to merge in the "Profile to merge" field.
Once selected, the screen will update with all the differences between the two profiles. Select which value should be chosen in the merged profile for each difference.
At the bottom, check on "I understand" and click "Perform Merge" to merge the two profiles. Please note, this action cannot be undone.
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 choose the right profile which has active recurring schedules on it. They would either need to be deactivated/deleted first or have that profile be the left one instead.
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.