Error: Data could not be saved. The source and target records must be the same constituent type or group type. When attempting to merge Constituent Records

When attempting to merge constituent records, the following error is received:

"Data could not be saved. The source and target records must be the same constituent type or group type."
The source and target records must be the same constituent type or group type.

You can merge an Individual record with an Individual record, a Household record with a Household record, etc, as this a one to one relationship with the record type and the system does not have functionality to allow for merging of different record types, such as a Household record into an Individual record.

Steps to Duplicate

  1. Go to Constituents > Duplicates
  2. Click Merge Two Constituents
  3. For Source Constituent, select a Household record
  4. For Target Constituent, select an Individual record
  5. Specify the appropriate Merge Configuration and additional options, as needed
  6. Click Merge
  7. Note the error received: "Data could not be saved. The source and target records must be the same constituent type or group type."

Environment

 Blackbaud CRM
 4.0

Was this article helpful?