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

Repeated data entry

I work on a volunteer resource office and we use a CIVICRM to manage our organizations and their volunteer opportunities. The organizations post "activities" in the database, however, those have ...
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1answer
21 views

What message triggers can be found in the dedupe process?

We a deduping a lot of records, many of which were imported from sources prior to using CiviCRM. Apparently, at least one merged record triggered a change of email notification. Can I kill those ...
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2answers
34 views

Dedupe rule ignores the location type for Email/Phone but does not ignore for Addresses. Should we make this consistent

per the title, what do others think is the better behaviour a/ ignore Location Type for Email, Phone, but use Location Type for Address (status quo) b/ change so Location Type is never taken in to ...
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1answer
28 views

How to trouble-shoot 'critical error' while merging duplicates?

Using civicrm-5.21.2-wordpress.zip, (and also 5.20), I get a 'crash' ('There has been a critical error on your website. Please check your site admin email inbox for instructions.') for any attempt to ...
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12 views

Error when deduping (Finding and Merging Duplicate Contacts) with a custom field

I am getting an error when deduping using a custom field. TypeError: Argument 1 passed to civicrm_api3() must be of the type string, null given, called in /home/sitename/www/www/sites/all/modules/...
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2answers
91 views

Issue field DEDUPE “0 Argument 1 passed to”

After upgrading to civicrm version 5.21 we detected a problem in one of the fields of the form linked to a custom profile. For some reason, every time you try to insert that data from the form in the ...
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1answer
45 views

Where does CiviCRM store Merge 'history'?

After Merging Contacts -> dig up a Contact in the Trash bin and you'll see something like: Where does CiviCRM store this information? How does it track which Contact is merged with which Contact?
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1answer
23 views

Automated New Individual Merge

I am entering "CContacts > Find and Merge Duplicate Contacts > Add Rule for Individuals". I'm adding rules to prevent creating new individual records for both phone and email. However, no matter how ...
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1answer
33 views

Merging contacts not working

I am trying to merge 2 contacts (individuals). I search for the contact, select both contacts and select merge. Go through the options. A message saying: Contacts Merged, Name has been updated. ...
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0answers
32 views

Batch “Not a duplicate”

Within Civi's UI, there is an option to mark "not a duplicate" when you go through the "Find and Merge Duplicate Contacts" process. I can mark not a duplicate one by one, but I would like to check off ...
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0answers
34 views

Why is my Unsupervised Individual Deduplication rule failing to stop duplicate creation?

I've seen a number of questions on this site suggesting that there may be problems with the deduplication rules, e.g.: Why am I getting duplicate contacts for contributions? My individual ...
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2answers
80 views

Add dupe check parameter to an API call - Contact Form 7 plugin

I've installed the Contact Form 7 CiviCRM integration plugin, and it works fine. I'm just wondering how to add a dupe_check parameter. If I try something like: contact_type=Individual&source=...
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1answer
47 views

Dedupe Rule - blank matches

We have a custom field - 80% of our contacts have this custom field in their profile - the rest are blank. We setup a rule - if 7 characters or more of the custom filed are a match - it meets the ...
3
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1answer
37 views

Unique custom field - contact creation

I want to add a custom field that we use as an ID from a 3rd party. I need to ensure this value is unique as a way to prevent duplicates. What is the best way to do this?
3
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2answers
54 views

Deduplicate by name AND surname (or vice versa)?

I'm just starting to use CiviCRM. So I realize that this could be a very dumb question. I'm trying to deduplicate contacts by name AND surname. When I create a new deduplicating rule using name and ...
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1answer
25 views

Preventing duplicate entries from online profile form

We currently have an online profile form in place where new charity members complete their details - This then creates a new charity group on Civi. We are having instances where new members are ...
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1answer
18 views

How to include validation fields to find user for a contribution page to avoid duplicate?

Although we have taken many different approaches, it was always been an issue with duplicated contact records. What I thought is, if I could include few fields like First Name Last Name Email Post ...
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0answers
14 views

Drupal webform validation using a dedupe rule

Contact A, an individual, adds themselves and a linked organisation to CiviCRM using a webform. If the organisation already exists in the database, I want to stop the form being submitted. I do not ...
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1answer
30 views

Auditing Who Merged Contacts?

Is there any way to audit which admin merged duplicate contacts? I'd like to know who performed the merge, if possible. Thanks.
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1answer
23 views

Deleting duplicate contact

How do you delete a duplicate contact on CRM please? I have looked at the various fields but can't find any deletion button. Kind regards Amanda
3
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1answer
40 views

What causes this error on importing email addresses?

I'm getting some (maybe 5%) email address imports rejected with the message "Matching this contact based on the de-dupe rule would cause an external ID conflict" The email addresses in question can be ...
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1answer
38 views

DB Error when using dupe_check in rest API

On version 5.6.0, using api v3. Not sure if something recently changed in our environment, but as of a couple of days ago, running the contact create api (via rest or the explorer) causes a "DB Error: ...
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0answers
30 views

If I exclude an address from a bulk email is it rational to assume that the mailing won't go to that address?

It seems rational to me to assume that if a mailing is set up where a group (or past mailing) is excluded, then any records that share the same email address as an excluded record, should also be ...
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0answers
31 views

Mailmerge contact of same address & print directly from Civi

There was an extension from vedaconsulting for wordmailmerge extension. But seems its broken in 5.x. Just wondering if anyone can give me a alternative suggestion of how I can achieve the same result ...
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0answers
17 views

Deduplicate fails on inherited address

I am running CiviCRM 5.11.0. I have an Unsupervised Rule which matches Individual Contacts on First Name, Last Name and Postcode, BUT the Contact Address is inherited from an associated Household, not ...
2
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1answer
41 views

Anonymous user filing out a profile unintentionally remove themselves from groups

When an anonymous user fills out a contribution or other form with a profile that includes the ability to select groups, the user may leave those checkboxes blank, like so: If the anynomous user ...
2
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1answer
45 views

Dedupe using postcode match - DB error - Array

We have a similar error to this post, but with Joomla 5.9.2 and CiviCRM 5.12.0. Error happens when trying to merge two contacts with Postcode match. Backtrace is below. Any ideas what could be causing ...
4
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2answers
41 views

Alerting admins when certain fields are changed via profile & checksum?

Drupal 7, CiviCRM 5.10 I'd like to send out an "update details" email to contacts - a profile with checksum. It will include some other custom field questions but i want to be alerted specifically if ...
3
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2answers
125 views

Reserved de-dupe rules

I'm wanting to refine the de-duping rules, but first of all I'd like to find out exactly what the predefined rules are before I create my own. They are reserved, so you can't edit them, which is fine, ...
3
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1answer
33 views

Dedupe contact subtype field?

All volunteer detained migrant visitation and advocacy organization running Civi 5.10.4. under Wordpress 5.1.1. ICE uses an A# to identify people and we'd like to use this number to track folks as ...
3
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1answer
26 views

How to search for individuals with duplicate partners

We have a data import error where a large number of individuals have two partners, instead of just the one they should have. This causes errors with another system we use that is linked to civicrm. I ...
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1answer
84 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", "...
6
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1answer
56 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
43 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
31 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
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1answer
51 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
23 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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2answers
47 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:...
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1answer
49 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 ...
2
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0answers
44 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 ...
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1answer
46 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
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1answer
90 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 ...
1
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1answer
38 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
88 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 ...
2
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1answer
85 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 ...
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1answer
36 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
48 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
109 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
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1answer
55 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
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1answer
58 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 ...