When the same person or organization ends up with more than one record, merging combines them into one so your history and totals stay accurate. Merging is permanent, so review carefully first.

When to merge

Merge when you find true duplicates, for example a person entered separately as a donor and a volunteer, an imported record that duplicates an existing one, or two records with different spellings of the same name.

Merge duplicate constituents

1. Go to Constituents (CRM) > Constituents and click Merge Duplicates. This opens the merge wizard.
2. Find Duplicates: use Manual Selection to pick the two records yourself, or Auto-Detect Duplicates to choose a match field (such as email) and let Argenta list likely duplicate groups.
3. Click the record you want to keep, then click the record you want to delete.
4. Compare & Resolve: review the two records side by side and choose which details the surviving record keeps.
5. Confirm & Execute: confirm the merge. The kept record absorbs the other's history, and the duplicate is removed.

Before you merge

• Decide which record should survive (usually the one with more complete information or more history).
• Double-check you have the right two records; the merge cannot be undone.