Merging Supporter and Designation Records

In this course, you’ll learn how to merge duplicate supporter or designation records in WeGive to keep your data clean and accurate.

We’ll cover:

• Merging donor records by selecting a master record and choosing which data to retain
• Consolidating payment history, logins, payment methods, and engagement into one supporter record
• Viewing merged logins under the Engage tab, with access maintained for both emails
• Important CRM considerations:
  • For Salesforce users, merges must be handled in Salesforce first
  • For other CRMs, manual syncing and ID alignment may be required
• Ensuring your CRM ID is preserved correctly to avoid sync issues after a merge

By the end, you’ll know how to safely and effectively merge records while keeping integrations intact and your supporter data streamlined.