How do I merge multiple donor records into one?

What's this Feature For?

Organizations sometimes come across the scenario where their supporter or donor has created duplicate profiles (records) via multiple transactions under different email addresses. If you have multiple donor records (i.e., duplicated, need to be consolidated, etc.), it is possible to merge them into a single record.

This is immensely useful for having a clean database of your supporters, especially during tax season.

 

How to Merge Multiple Donor Records

Please log in to your Donorbox account and head over to your Supporters page.

Next, click the donor profile (you can click the donor's first or last name), and select the "Merged Records" tab. 

You can update specific fields from the duplicate record if you prefer to use that alternate data. Once you're done, click the "Merge" button. You'll be taken to a screen with all your newly updated donor information. 

** If either of the donor records doesn't display, it means one/both email addresses don't match an existing record. Please double-check your spelling and try again. ** 

Here's a video walkthrough to guide you through the process:dddd

Your duplicate donor records are now combined into a single profile and managing your donor database just became one step easier!