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Questions tagged [duplicate-contacts]

Use this tag for questions about preventing, finding, and merging duplicate contacts. This includes composing duplicate matching rules, using the dedupe system, strategies for preventing false matches, and merging a pair of contacts.

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0answers
23 views

Error when merging accounts

When attempting to merge accounts, I receive this message: CiviCRM_API3_Exception: "You have requested a non-existent service "prevnext.driver.". Did you mean one of these: "prevnext.driver.redis", "...
5
votes
1answer
42 views

Can form submissions dedupe and “fill” instead of “override”?

while deduping in a contact import, you can choose whether you want new data to "fill" or "override". is there a way to enable this feature for a form submission? example would be an event ...
4
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2answers
40 views

File attachment lost during merging of records

i encountered a situation that when I merge 2 similar records, i would get an error with the duplicate record has a file attachment. The records will remain but the duplicate record would have lost ...
3
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1answer
29 views

is it possible to merge duplicate event locations?

Multiple events have taken place at the same location, but there are multiple listings of the same location. Is it possible to merge these locations without losing any of the data from the events? On ...
2
votes
1answer
44 views

Can you create a dedupe rule to include individual and organisation details

Following recent Events/bookings we have found several duplicate organisations have been created. We used the Name and Email (reserved) Supervised dedup rule and while duplicate individuals have not ...
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0answers
16 views

Webform Event Registration Match Contact

I have created a webform (Drupal) for people to register for an event. I am trying to avoid creating duplicate individuals if they already exist in Civi when they register, but at the moment whenever ...
2
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1answer
27 views

Why can I no longer Merge Contact records in 5.7.3?

After upgrading from 4.6.x to 5.7.3 staff is finding that many records can no longer be merged -> error: #1 /var/www/platform/oursite/sites/all/modules/civicrm/CRM/Utils/Type.php(554): CRM_Core_Error:...
1
vote
1answer
47 views

If a contact is in Trash (because they were merged) but the person with matching details fills in Membership what is a good outcome

Scenario was Contact A had email mydomain.co.nz Contact A then filled out a Join/Renew (not using checksum) and used mydomain.nz Result was Contact B was created. Those contacts were later ...
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0answers
16 views

Merging Contacts Records fails

Running Drupal 7.59, CiviCRM 5.8.1 and PHP 7.1.26. After selecting two known duplicate records from a list and selecting the action "Merge Contacts", I receive the following error message. Sorry, due ...
1
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1answer
40 views

Unsupervised De-Dupe Rule failing in 5.9.0

Since upgrading to 5.9.0 (Drupal 7.6), we have noticed that all self-service / online event registrations are creating duplicate contacts - of both the individual end the organization (employer) ...
1
vote
1answer
58 views

Unsupervised reserved rule for individuals not working

Am running CiviCRM 5.9.0 on WordPress 4.9.9, PHP 7.1.25. When I use a contribution page for memberships that worked before on another hosting provider and on a previous version of CiviCRM, the ...
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1answer
30 views

API 'match' => “external_identifier”

I am writing a script that updates contacts from an external source when their external identifier is equal to the contact being imported. My research shows (and the API explorer confirms) that it ...
3
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2answers
62 views

What is the most reliable method for merging records with memberships?

I've noticed recently on one site that I look after that a small number of records appear to have 'lost' their membership record. The site in question has organisational memberships and individuals ...
1
vote
1answer
34 views

100s of duplicate contacts created of current user when using CiviCRM

I have recently migrated a CiviCRM instance from Joomla to Wordpress, everything went smoothly. The installation is using CiviCRM 5.7.2 and PHP 7.2. We're now seeing a peculiar problem where, when ...
0
votes
1answer
23 views

Can multiple mailings have deduplicated email addresses, so each address will not receive multiple emails?

We'd like to send a mailing in a few slightly different versions to different groups. What we'd like to avoid is having two contacts, who share the same email address and are in different groups, ...
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2answers
27 views

Are General Deduping rules working?

I am having a problem with custom general rules for deduping. Very inconsistent results that cause me to suspect that there may be significant issues. One strange observation is that at times a ...
0
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1answer
33 views

Caldera Forms (Wordpress) - Handling of Duplicate matching rules

Does anyone know what duplicate matching rules are applied when a contact registers on a website using Caldera Forms to capture the contact details? When using creating a profile in CiviCRM which can ...
3
votes
1answer
36 views

Check for Matching Contacts no longer gives an option to merge

I'm not sure which version this behavior changed in. When we edit a contact, and change the information so it matches another contact and click on the Check for Matching Contacts button, we get a pop-...
2
votes
1answer
35 views

Checking across all email addresses for contact registration

We use Drupal and have a lot of users with more than one email address (but not within the Drupal accounts) - they forget they registered with one email and try to use another to login and failing ...
2
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0answers
12 views

Unsupervised de-duping - potential matches not ordered by weight score descending?

I've got contacts that share Last Name and Email, and I'm using an unsupervised de-duping rule for online contribution forms and event registrations with the following fields and weights - Email 10 ...
0
votes
1answer
15 views

CiviEvent backing out of contact change from dedupe rule

Is there a way to "back out" a change caused by a dedupe rule on an event administratively? I see two records with the same name, Person A. I have had a dedupe rule on an Event that was incorrect. I ...
0
votes
1answer
18 views

How do I enable or disable Ajax Deduping?

A recent bug report mentions that it affects users only when Ajax deduping is enabled. How do I find this option to review it? Both Google and code grepping are failing me. https://github.com/civicrm/...
4
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2answers
84 views

Bug with Check for Matching Contact(s) button

Following the upgrade to 5.3.0, we are finding that the 'Check for Matching Contacts' button, which is in the edit contact screen, is not working. The screen refreshes and reloads the same contact, ...
1
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1answer
11 views

Custom Field that is a Foreign key to contact in Custom Group that extends Event is not updated on merge of contacts

I have created a Custom Group for Events. This Group has one custom field Organizor which is a autocomplete with contacts. But on merging the contact the Organizor custom field is not updated ...
3
votes
3answers
61 views

Deduping between Individuals and Organisations

An issue that's come up while we've been cleaning up our records for GDPR - we have a significant number of records where organisations have been entered as individuals, and vice versa. This is ...
7
votes
2answers
56 views

Deduping within contact records

I've noticed that some of our contact records have the same email duplicated (e.g. as 'home' and 'work' or 'main' and 'work' emails). I'm not seeing a simple way to find these records so we can clean ...
4
votes
2answers
28 views

Am i able to do a search for duplicates in the database?

If I am looking to clean up my database can I do a mass search for duplicates? save the file and at a later date work on merging?
1
vote
1answer
39 views

Import Contacts creating dupes despite dedupe rules

We are currently updating a member database with returning and new students/contacts. In the past we have been able to import lists updating the returning students, but now new duplicate records are ...
0
votes
1answer
29 views

Duplicate contact when i log with this one

Apparently when i'm trying to log with a contact, this one is duplicate :-/ Someone said that it could be because the wp email is different of civi email but in my case both are the same. If someone ...
1
vote
1answer
27 views

How to Dedupe Records

I have one member who signed up 3 years in a row online. Every year he used a different variation of his name. How can I unify these files using the deduping mechanism?
4
votes
2answers
104 views

Import Contacts with dedupe rules

Recently I have encountered a problem related to the import of contacts and has to do with the dedupe rules. When you import a list of contacts through a CSV file and select a dedupe rule, the CRM ...
2
votes
0answers
32 views

When / how is a contact created when sending out a test newsletter

Recently we stumbled upon duplicate contacts in our system, who had merely an email-address. After some digging it seems that they were created when users utilize Mosaico to design an email and then ...
3
votes
1answer
53 views

Merging two contacts

I am looking to merge two contacts together as they are duplicate records. I want to ensure all the tags, groups and contributions all carry over too. I just want to do this on an individual record ...
2
votes
1answer
326 views

DataTables warning on Find and Merge page - Upgraded to 5.0 from 4.7.17

I'm Running Civi 5.0.0 with Wordpress 4.9.5 I'm looking to troubleshoot the following warning. It comes up on the Find and Merge page after select any of my Find and Merge rules - no results are ...
1
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0answers
53 views

Documentation on using CiviCase tokens

Civicase Tokens Extension does not have documentation. I am trying to use the tokens to do a print/merge of case information. The print page is blank. Any suggestions? Have case tokens been used ...
0
votes
1answer
20 views

CiviCRM Contact Information Merging and Overriding Unrelated Users/Donors

Ok, I am going to try and explain this as best I can: I am working with nonprofit to help export their donors for last year, but some of the contacts have their own email address listed as well as ...
0
votes
2answers
117 views

Dedupe Rules to import contacts without email addresses *UPDATE*

UPDATED 1/16/2018 See screenshot. This is an example of what I am trying to import. This is the same person. The only difference is the notes. How can I import this without creating 4 duplicates? *...
0
votes
1answer
17 views

dupe_check parameter only works for contacts?

I would like to disable the dupe check on relationships. Is it true that the API parameter parameter 'dupe_check' works only for contacts or can it be also used in relationship api calls? Here under 4....
5
votes
3answers
123 views

Merge known duplicate

I have two records for the same person. How do I merge them? I know there is a function to look for possible duplicates but these records are not being picked up because of spelling errors.
2
votes
1answer
42 views

API Contact>DuplicateCheck Not Working?

Can someone please verify that the API for contact>duplicatecheck is actually working? In my case the UI will return 8 dupes, but the API will not return any. It seems to be broken as of late. ...
1
vote
1answer
69 views

Find and merge duplicate contacts error: “this is incompatible with sql_mode=only_full_group_by”

When I try to use "Contacts > find and merge duplicate contacts" (using the default rule) I get an error. Something to do with "subunion.weight" see error trace below. Anyone able to advise? tia ...
2
votes
1answer
32 views

Employer on Profile - Mismatching

I saw a few with similar questions, but not exactly the same on a major point. If moderators see value in merging this, go for it. We have a problem where people sign up for an event which includes ...
0
votes
1answer
29 views

Allow multiple registrations from the same email address requires a profile of type 'Individual'

Long time ago, we had created event and template for event. We give permission to user to register multiple participant with same email address. Now we have problem with a lot of question link to ...
3
votes
1answer
76 views

Force Batch Merge All Duplicates

I have around 900 pairs of contacts I want to force merge. From my attempts to do this, if you click "merge all duplicates", it will simply display "900 pairs skipped" and not give you the "force ...
2
votes
1answer
34 views

Comparing Duplicate address

I have set of name, addresses, phone number etc in CiviCRM. These are slightly outdated. I have an excel sheet for the same people with their new addresses. I have a unique external identifier for ...
2
votes
1answer
22 views

How can I allow a participant to enrol for an event more than once?

At our nightshelter we have some volunteers that perform more than one role - e.g. as a van driver and also as kitchen staff. To capture volunteer hours we sign volunteers in to the nightshelter ...
4
votes
1answer
173 views

Allow duplicate contacts with the same email

On Civi 4.7.22 and Wordpress 4.8.22 Here is the Scenario: Jane Doe uses her email address to signup her son Joe Doe at 123 Red Road Then Jane at 321 Blue St. decides to become a member herself, using ...
1
vote
1answer
61 views

Import – match to contact by email without creating duplicate email address

Is it possible to use the import function for contacts and match by email, without creating duplicate email addresses for existing contacts? Example: We organize frequent webinars with participation ...
2
votes
0answers
10 views

View contact file while entering contribution batch?

Is it possible to view/open in a new window a contact's profile while entering a contribution batch? I know that a contact's email address will appear in the dropdown with the contact's name. However,...
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vote
1answer
51 views

Membership imports

Can I import membership contact and membership details all in one upload without my contact already existing? Or does my contact need to already be a contact for me to upload membership specifics - ...