Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article. Once the merge is completed, this process cannot be undone unless restoring from a backup
  1. In Administration, click Merge Clients.
  2. Select the duplicate and primary client records.
  3. Click Merge Now.

Notes:

  • Biographical information on the duplicate record is merged into the primary record only if the primary record does not already contain the data. In other words, you can merge data into a blank field, but you cannot merge a blank field into a field containing data.
  • When merging records the duplicate will be deleted.