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Duplicate Check & Merge

Josh
  • Updated

Overview

The Duplicate Check & Merge Tool lets you manually merge any two contacts in your Finalsite Enrollment system, even if they don’t show up on the Duplicate Contact Matching page.

Keep in mind: this tool only allows you to merge one pair of contacts at a time. If you need to merge several strong or herculean matches at once, you’ll want to use the Duplicate Contact Matching page instead.

This article explains how to use the Duplicate Check & Merge Tool and provides tips for troubleshooting any issues that might come up during the process.

To access this tool, navigate to Settings > Fields & Data > Duplicate Check and Merge in your Finalsite Enrollment site.

Who can access this feature?

Admin Account Types: System Admin & Admin
Permissions: Data

In this article

Merging with the Duplicate Check & Merge Tool

Follow the steps below to merge duplicate contact records in Finalsite Enrollment. Note: Once records are merged, the process is permanent and cannot be undone.

Step 1: Locate Contact IDs

To merge two records, you must first identify each contact’s unique Finalsite Enrollment ID.

  1. Open the contact record for the first duplicate.
  2. Locate the ID in the URL of the contact’s page. The ID appears after contacts/.
  3. Repeat this process for the second duplicate record.

GIF of highlighting the student's contact id in the URL of their record

Step 2: Enter Contact IDs

  1. Navigate to the Duplicate Check & Match page.
  2. In the First Record ID field, enter the ID of the contact that should take priority. This contact’s data will override any conflicting fields.
  3. In the Second Record ID field, enter the ID of the duplicate contact.

GIF of copying Contact Ids and pasting them into the Dupe Check and Merge page

Step 3: Verify Records

  1. Click the Dupe Check button. A side-by-side comparison of key information, such as name, birth date, and contact details, will appear.
  2. Review the comparison carefully to confirm you are merging the correct records.

GIF of clicking the Dupe Check button on the Duplicate Check and Merge page

Step 4: Complete the Merge

  1. Once verified, click the Merge button to finalize the process. Caution: Verify all details before proceeding. This action is irreversible.
  2. The duplicate records will be combined into a single record using the data from the First Record ID contact in cases of conflict.

GIF of pushing the merge button option on the duplicate check and merge page

Match Strength Reference

Use the chart below to interpret match scores:

  • 0-124: Unknown (unlikely to be duplicates)
  • 125-149: Weak match
  • 150-224: Medium match
  • 225-300: Strong match (likely duplicates)
  • 301+: Herculean match (almost certain duplicates)

Troubleshooting

This guide addresses common issues when merging duplicate contacts and provides step-by-step solutions. If these steps do not resolve your issue, contact Support for further assistance.

Merge Fails After Clicking “Merge”

If the merge process fails, it may be due to one of the following reasons:

Billing Accounts

Contacts with associated Billing Accounts require additional checks and steps before merging.

Conflicting ID Fields

If your system uses auto-generated ID fields (e.g., IDs from your SIS or integrations), duplicate contacts may have conflicting IDs.

  • Action: Remove the ID from one of the records, then attempt the merge again.

Switch Record Order

Sometimes, reversing the order of the contact IDs resolves the issue.

  • Action: Swap the First Record ID and Second Record ID and try merging again.

“Could Not Dupe Match Those Two Objects” Error

This error occurs when the system cannot locate one or both contact IDs entered into the tool.

Resolution Steps

  • Verify IDs: Ensure both contact IDs are correct.
  • Check Formatting: Enter only the contact ID without additional characters. Examples:
    • Correct: 81f56326-14f4-11e9-86f2-bc764e10a9f7
    • Incorrect:
      • contacts/81f56326-14f4-11e9-86f2-bc764e10a9f7
      • 81f56326-14f4-11e9-86f2-bc764e10a9f7/
      • http://yourschool.schooladminonline.com/contacts/81f56326-14f4-11e9-86f2-bc764e10a9f7
  • Ensure Existence: Confirm both contact records still exist in the system.

Match Strength is “Unknown” or “Weak”

The system calculates match strength based on weighted fields like name and birthdate. Even slight discrepancies in these fields can result in a lower match score.

Resolution Steps

  • Confirm Duplicates: Review the details to ensure the contacts are true duplicates, not separate individuals with similar information.
  • Proceed with Merge: If confirmed as duplicates, you can merge them regardless of the match strength.

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