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 solution.


1. Click Admin> Merge Constituents

2. Select the appropriate record in the Merge From and Merge To fields

3. Select Gifts under Information to be merged

4. Mark the Exclude soft credits when merging gifts option

5. Select any other information to merge and click Merge Now

Please be sure to review additional information on How to merge duplicate constituent records