Combining Duplicate Profiles

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    pastorsharon

    Hello,

    How can I merge duplicate names using my mini iPad.  It says navigate to “more” but that doesn’t show up on my iPad....are there instructions for IOS users, besides using my MAC computer?  Thank you!

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    Laura S

    Hi @pastorsharon! If you are using the Breeze app, there is not a way to use Tasks, which is where you want to go to combine duplicate profiles. You could, however, log into the web version of Breeze on your mini iPad and follow the above directions to duplicate profiles. I hope that helps!

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    renee

    After profiles have been merged, is there any way for the API to show what records were merged and what the new ids are?  For example, if I have Joe Smith linked to a Breeze id of "12345" and on the Breeze side that record and another are merged so the new combined / final record has id "54321"... can I get that new ID ("54321") with a search by id "12345"?  What happens if I try to "update" a person by the old ID or add transactions to that record with the old ID - I assume after the merge, the old record is deleted... what happens if I send an invalid person ID in the giving create call?

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    Erik Johnson

    Hi @renee! Thanks for reaching out to us via our Help Center! I'm going to move your question over to an email, that way we can serve you better!

    Speak with you soon!

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    rhennesy

    Is there a way to export the duplicate data to a spreadsheet so we can compare profiles more quickly? Doing them one at a time on screens is tedious, especially just after import.

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    Stephen Ivey

    @rhennesy

    There's a super easy way to do this in Breeze! Take a look at this short video explaining how: https://a.cl.ly/NQuvpbg5 

    Merging has never been easier!

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    rhennesy

    Hi Stephen. Thanks for your reply. But, it didn't actually address my question.

    We've just imported all our data to Breeze and have 700+ duplicates. We would like to export the profile data of all the duplicates to spreadsheets so we can print them out and have volunteers look over them, marking them to be merged or not. Then, once we've determined which profiles should not be merged, we can actually perform the task of merging them.

    Is it possible to export the duplicates data to spreadsheet, similar to how easy it is to export filtered data from the People tab?

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    Stephen Ivey

    @rhennesy

    My apologies for the misunderstanding. The only way to see duplicates in this manner within breeze is the area shown in the video. I would particularly suggest using the "show duplicates" area so that you can highlight that list and print it out. However, you would not be able to see all of the information associated with each of those people on any other export for examination. 

    If I were getting ready to approach this same scenario, I would suggest having your team to go into the "show duplicates" area and managing it from there. In other words, you don't have to export this information to excel in order to be able to do what you're wanting to do. Your team could actually go into the "show duplicates" area and manage this situation straight from there by viewing the duplicate entries and the information associated with them. 

    I hope this is helpful!

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