Published: 29th November 2018
N.B. This should only be done by members of the Operations team.
Please email email@example.com if you need to merge some records to be merged.
Open both records side by side, with the record you’re merging from on the left side, and the record you’re keeping (i.e. merging in to) on the right.
Go through each tab on each record and delete any duplicate values from the record on the left – so for example if an attribute is on both records, delete it from the record you’re merging from.
If there is new data to move from the duplicate record, make a note of the tab it appears on.
Do this for every tab on the records.
Go to Bio1 and copy the ID from the left-hand record into the Aliases box of the right-hand record, as the Alias Type ‘duplicate VUM record’. If the ID starts with a U then this Alias Type is ‘duplicate UMIST record’.
Close both records. Go to Admin, and then Merge Constituents
The ID of the record you’re deleting goes in the left-hand box, and the record you’re keeping goes in the right-hand box.
Select the tabs to move over into the right-hand record, make sure ‘delete source constituent’ is ticked, and click ‘Merge Now’.
Some records need cleaning after being merged – for example merging Bio 1 will move addresses over, so you’ll want to make sure the most recent address is the primary one.