How do I merge customer profiles?
Merging customer profiles will sync data scattered across both into one and prevents a customer from having multiple logins and passwords.
To begin merging two profiles:
Step 1: Get the Membership IDs for both profiles. It can be found in the upper-left of the customer profile.
Step 2: Determine which profile will be deactivated (Donor /Duplicate Profile) and which will be kept (Target Profile).
Step 3: Navigate to Configuration > Advanced Configurations.
Step 4: Enter the Duplicate and Target profile Membership IDs into their respective fields.
Step 5: When prompted, confirm the stated merging action and click OK.
Step 6: Navigate to the updated Target profile.