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. In Administration, click Merge constituents.
  2. Enter the appropriate 'From' and 'To' constituents.
  3. Select to only move the Membership information over.
  4. Do not mark the Delete the source constituent checkbox.
  5. Click Merge Now.

If error messages occur regarding relation type or joint members, review the memberships and temporarily unlink any Joint  members and/or other Card Recipients:
  1. Open the Merge from constituent record.
  2. Click on the Membership tab.
  3. Open the membership record.
  4. Click Members & Cards button.
  5. Highlight the member name.
  6. Click Open button above.
  7. In new window, click red X to delete or go to File > Delete.
  8. Review and then click Yes to prompt.
  9. Repeat steps 5 through 7 for each member.
  10. Click OK to close the Other Members and Card Information window.
  11. Complete the merge using steps above.
  12. After merge is completed, open any active or lapsed membership to add back a joint member or card recipient. (Note: For dropped membership, rejoin the membership, add the joint member / card recipient, and then drop the membership again.)