Outline: First export the contact records with their supporter id, then upload this file back into Sphere, then run the duplicate checker.

To export using supporter ID:

  1.  Navigate to Contacts>Organizations (or individuals)
  2. Search for Company Name (or individual)
  3. Click Choose Columns
  4. Under Contacts Profile>Contact Field, select Supporter ID
  5. Click Submit
  6. Click Export CSV
  7. Follow any prompts to save file on your computer

*View the saved CSV file:

  1.  First, delete any records you do not want to update
  2. Select the Company Name Or Individual box and change the name to how you wish it to appear in Sphere
  3.  Press Enter
  4. Select the bottom right corner of this first box, which you change the name, and drag the corner to the bottom of the list. This will highlight all the name boxes and change them.
  5. Save the file

Upload this file into Sphere:

  1. Navigate to Contacts>Database Management>Manage Contacts>Import Contact
  2. Click New Import Batch
  3. Select Browse and choose the file we just saved
  4. Select who the data is assigned to
  5. Select the radio button
  6. 6. Select the radio button next to Allow update records using Kintera supporter id
  7. Click Next
  8. Set Default Values, if desired
  9. Click Next
  10. Select Segments and eNewsletters, if desired
  11. Click Next
  12. Select eNewsletter, if applicable
  13. Click Next
  14. Name the Batch
  15. Fill out Contact Information, if desired
  16. Click Import Now and follow any remaining prompts

Run the duplicate checker:

  1. Navigate to Contacts>Database Management> Manage Contacts>Duplicate Checker
  2. Under Duplicate Configuration, Click Go
  3. Select the radio button next to STANDARD OPTIONS
  4. Under Organizational Contact Records, Select Same Organization Name (Or Individual Name, if updating individuals)
  5. Click Save
  6. Under New Duplicate Check Report Select Organization Contact (Or Individual)
  7. Click Go
  8. Wait for the duplicate checker to complete
  9. Select the Batch Merge link
  10. Mark the box next to any record wanting to be merged
  11. Select Batch Merge and follow any prompts