is there any way to merge duplicates in bulk?

Got it, thank you so much!

(Also, tagging ​@Liz Ragland to keep me honest, since I don’t work for Bonterra!)

Yes, ​@Sally Heaven you are correct here - thank you!

Great ​@rachel moody thanks for confirming!

​@zbc or anyone else reading this: if you have a large number of duplicates (like thousands that would take a LONG time to merge by hand) I recommend checking with your customer success manager about the bulk duplicate detection and merge project. As I recall, it’s affordable and the services person will give you guidance to analyze the spreadsheet of potential dupes.

Separately, I also recommend that someone who is familiar with both your organization’s data and with EveryAction spends time going through the UI’s duplicate detection interface. Page through about 30-100 potential duplicate pairs to spot common issues and sources that create duplicates, such as:

• People signing up on forms with different names (Sal vs. Sally)
• An API that creates duplicates either due to coding not checking for dupes or non-matching name/etc.
• A spouse makes a donation using their spouse’s email address but their own name
• Bulk import from staffers
• Old data from a migration that never got cleaned up
• and so on

If you can identify some common ways duplicates are created, then you can look into whether it’s possible to plug that hole (recode the API, give staffers more training on bulk import, tweaking the data a form asks for) and reduce overall duplicate creation. 

As well, ​@zbc you’re probably already doing this based on your original post, but it’s important that periodically someone checks for new dupes and then either merges them or marks them “not a duplicate.” I would start with a Saved Search of everyone and then send it to the duplicate checker based on criteria (i.e. duplicate email etc.). I would do that weekly, and then if the volume is too low, less frequently.