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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8
votes
2answers
128 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 ...
8
votes
1answer
130 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 ...
7
votes
3answers
63 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 ...
7
votes
3answers
173 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 ...
6
votes
3answers
233 views

How to distinguish "Contacts with the same name" when assigning an activity?

A couple of people have exactly the same name in CiviCRM: John Smith. When assigning an activity you select a person by starting to type its name. However in case that people have exactly the same ...
6
votes
3answers
127 views

How do I find duplicate contacts by nickname?

Here's an example of a very common situation I have: Database has a contact like this first name: Robert nick name: Bob last name: Smith email: bobsmith@example.com ... Event registration form ...
6
votes
1answer
71 views

How can I efficiently dedupe a very large number of records?

I'm working on a database with about 600,000 records, of which approximately 200,000 are believed to be duplicates. Has anyone got experience/advice for doing dedupe at scale? I imagine that we'll ...
6
votes
2answers
69 views

In what circumstances is it safe to automatically de-duplicate contacts?

When is it safe (and when might it not be safe) to automatically de-duplicate contacts submitted from a public facing form? How might a malicious user leverage automatic contact merges to their ...
5
votes
3answers
192 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.
5
votes
1answer
55 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?
5
votes
2answers
287 views

Wordpress duplicates my contacts

I haven't quite worked out under which circumstances, but our WordPress (4.0.1) and Civi (4.5.2) seems to create duplicate contacts for the same WordPress user. I think it happens when they log in, ...
5
votes
1answer
105 views

Deduping organizations

Dedupe rules are cool, and works well for Individuals, primarily because you have multiple fields to combine. When it comes to organisations it is more difficult. We focus on individuals but want to ...
5
votes
1answer
85 views

CiviCRM Webform - Dedupe issue when using a shared address

We use webforms to register adults and children for events and memberships within the organisation. We require that adults register with an e-mail address but for children we do not expect this. We ...
5
votes
1answer
76 views

Deduplicating - unexpected over-ride behaviour

We're using Civi 4.5.4 and Drupal 7, and finding that the deduping rule is confusing us - or we have a bug. Unexpected duplication of addresses. Contact A (the duplicate) has a home phone, email or ...
5
votes
2answers
104 views

Merge related activities and related groups options not available in merge contacts

We've recently upgraded a site to 4.6.10 When merging duplicate contacts the options to merge activities and groups (and tags and events etc) are missing. I've tried merging a couple of dummy ...
4
votes
2answers
490 views

Can Drupal Webform Integration update matching contacts

On the CiviCRM profiles you have the ability to set it update matching contact. I don't see this functionality with the Drupal webform CiviCRM Integration module. Is it there and I'm simply missing it?...
4
votes
1answer
169 views

Is there any documentation for 'safe' and 'aggressive' merge modes?

We are investigating the 'Process batch merge' scheduled job in CiviCRM, to automatically batch merge duplicate contacts. This calls api.job.processBatchMerge which seems to take the rule to use as a ...
4
votes
2answers
37 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?
4
votes
2answers
71 views

What are the Attributes for the Reserved DeDupe Rules

The reserved dedupe rules don't tell us what they are doing behind the seens. The name and email (reserved) rule says: This reserved rule is pre-configured with matching fields to optimize dedupe ...
4
votes
2answers
48 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 ...
4
votes
1answer
286 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 ...
4
votes
2answers
245 views

Webform CiviCRM Integration and duplicate contacts

I’m using Drupal 7.39, CiviCRM 4.6.7, and Webform CiviCRM Integration 7.x-4.12. I have a webform built whereas I’ve enabled the ‘Existing Contact’ field as I want the fields in the form to be filled ...
4
votes
2answers
88 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, ...
4
votes
2answers
316 views

Multiple contact entries created for WordPress users if they login with non-primary email addresses

We are running WordPress 4.4.2, CiviCRM 4.6.12, and the CiviCRM WordPress Member Sync and CiviCRM WordPress Profile Sync plugins. Whenever someone logs in with a WordPress user ID / email that is not ...
4
votes
2answers
52 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 ...
4
votes
1answer
106 views

Contact Dedupe Basics

I'm new to CiviCRM and I'm trying to help a non-profit clean up what looks to be a very large number of duplicate contact entries. I have searched this site and a few other resources and I have a ...
4
votes
1answer
54 views

How does the API deal with the addition of an existing contact?

If you add a contact via the API is it passed through any of the de-duplication rules? I.e. if I add a contact that matches an existing record will it create a new record or merge with the existing ...
4
votes
2answers
128 views

How can I prevent deduping from killing my server?

On a reasonably big data set (e.g. one with 70,000 individual contacts), it's not hard to kill your server with a naive manual de-duplication attempt. For example, if you don't specify a group, that ...
4
votes
1answer
37 views

Is there a way to search/export potential duplicates?

I'm about to run dedupe (Contacts > Find and Merge Duplicate Contacts) and I was wondering if there is a way to put all potential duplicates from a certain rule into a group so I could export them as ...
3
votes
2answers
355 views

Dedupe Rule not working

My Dedupe rule is not working at all. I have it set to first name, last name, phone all with a weight of 10 and a weight threshold of 30. It appears like it is not working at all. I have many people ...
3
votes
2answers
128 views

Moving contribution from individual to organization

I have a contact in CiviCRM that is of contact-type Individual in CiviCRM. In real life, this is an organization. I want to convert this contact from an Individual to an Organization. How do I do that?...
3
votes
1answer
53 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
votes
3answers
99 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 ...
3
votes
2answers
152 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
votes
2answers
150 views

Something is seriously wrong with CiviCRM - Replicating Contacts

Wordpress 4.7.5 & CiviCRM 4.7.19 My contact is replicating in our system, to the point there were 700+ records with just my email and name. I am not sure what is happening but I have some ideas. ...
3
votes
3answers
135 views

Merge all duplicate contacts (running version 3.4.6)

I'm helping out a nonprofit with their CiviCRM. They have thousands upon thousands of duplicate contacts. These contacts are being pulled from an email service, that is sending the same email, ...
3
votes
2answers
75 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 ...
3
votes
2answers
115 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 ...
3
votes
1answer
290 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 ...
3
votes
2answers
56 views

How can I detect potential duplicates in a CSV I want to import?

I have a list of about 1000 contacts I'd like to import. Unfortunately, there's no definitive way of linking the people on my spreadsheet to the contacts already in the database like an external ...
3
votes
1answer
125 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 ...
3
votes
2answers
100 views

Turn deduping off?

Since upgrading from 4.4->4.6 we're having issues with on-behalf-of membership signups. It is very common for our use-case to have people create both an Individual and and Organization with the same ...
3
votes
1answer
33 views

In civivolunteer, is it possible to allow multiple users for 1 email?

Quick info: Wordpress: 4.7.1 CiviCrm: 4.7.15 CiviVolunteer 4.6-2.2.1 We are working with a group of often older volunteers that may only have one email address for two or more people. Is there a ...
3
votes
1answer
50 views

Is it safe to delete multiple membership records after ensuring the Contact record has been merged?

I am working on merging duplicate contact records, which is successful for the most part. However, I am finding that merging the contact record does not remove multiple membership records seen when ...
3
votes
1answer
65 views

It is possible to deduplicate contacts entered in a Webform?

I haven't found this issue in any other topic, sorry if it's been already asked. I'm trying to automatically deduplicate contacts which enter to Civi from a registration Webform, but I haven't found ...
3
votes
1answer
77 views

Does Veda Consulting's dedupe workflow extension work on 4.7? Or is it now in Core?

Does Veda Consulting's dedupe workflow UI extension,which looks really cool, work on Civi 4.7, Drupal 7? and if so, from where and how exactly do I install/git clone it? The latest commits are at ...
3
votes
1answer
47 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
votes
1answer
28 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 ...
3
votes
1answer
32 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 ...