Merging Supporter Records in REACH allows you to combine two supporter profiles into a single record while preserving all key information from both.

Key Details

• Merging applies only to supporter profiles, not sponsorships.
• Available on Essentials, Pro, and Pro Plus plans.
• Merges are performed directly from within a supporter’s profile.

Common Reasons to Merge

• A supporter accidentally created a duplicate profile with a different email address.
• Combining spouse or business profiles into a single individual record.

Important Notes

• Merges cannot be undone.
• If merging records with payment information, all payment methods will be included in the final merged profile. Any recurring donations will continue using the payment method already tied to each donation.
• For custom fields, the information in the original record is retained, while any conflicting data from the merged record will be lost.

Here’s how to merge supporter records:

• From the Supporter record you would like to KEEP (Supporter A), click Actions > then Merge
• You will see Supporter A’s name at the top of the merge screen
• In the Supporter field, type in the supporter (Supporter B) you would like to bring into the current record
• Once selected, Supporter B will appear in the field
  • If you accidentally select the name of the record you are in, the Merge button will not be clickable
• This merge action will bring Supporter B into -> Supporter A
• Click Merge.
• Once initiated, the Merging Supporter Records process occurs in the background. The admin that initiated the Merging Supporter Record process will receive an email once the process has completed.
• The records are now combined.

Once you have merged records, the final step is to clean up Contact Methods:

• From the Supporter record click the Contact Methods tab
• Locate and remove any duplicated Phone, Email, or Address information
• This will help prevent system errors when trying to update other Supporter information

Merging a supporter record is what we recommend should a Support become deceased. If the deceased Supporter has a spouse that is also listed as a Supporter, we recommend following the steps above to merge the deceased Supporter’s record into their spouse’s record.

You can also choose to Delete the record; however, if the Supporter has any donation or sponsorship history, the record cannot be deleted. For more on this, view our Deleting a Supporter or Sponsorship Record article.

Please also see the article on Resolving Duplicates.