10
votes
Can Drupal Webform Integration update matching contacts
By default the Webform-CiviCRM module uses the default "Unsupervised" rule from CiviCRM to determine if an unknown contact is already in your database. If this is not happening for you, check your ...
- 16.2k
9
votes
Accepted
Is there any documentation for 'safe' and 'aggressive' merge modes?
Its generally a contact with lower ID that's preserved.
For aggressive merges, fields in conflict are retained from that of higher contact ID. In other words, for fields in conflict, value from ...
8
votes
Dedupe Rule not working
Perhaps the best free explanation of CiviCRM's deduplication is from the CiviCRM blog last year (July 31, 2014): Understanding CiviCRM Dedupe Rules
For the whole process, I will let the author speak ...
- 4,984
8
votes
Accepted
Can the External ID have multiple values
The External ID field isn't just a regular field--it allows matching by ID alone. It would be a waste to have External ID be concatenated fields, for a couple of reasons:
You can't search easily. ...
- 7,357
7
votes
Merge known duplicate
Welcome to CiviCRM SE.
You can merge the contacts manually via search results. Here is a link to the specifics:
https://docs.civicrm.org/user/en/latest/common-workflows/deduping-and-merging/#merging-...
- 2,289
7
votes
Am i able to do a search for duplicates in the database?
Yes - go to Contacts menu » Find and Merge Duplicate Contacts. There is dedupe documentation available.
The tricky question is, "What represents a duplicate contact?". For some organizations, two ...
- 37.3k
7
votes
Unique custom field - contact creation
The "external identifier" field on contact records is available so you don't need a custom field. It won't allow duplicates.
- 17.9k
6
votes
Accepted
Can Drupal Webform Integration update matching contacts
When you add the contact in the CiviCRM tab of the Webform, making sure you check the "Existing Contact" box:
From the help:
Gives many options for how this contact can be autofilled or selected.
...
- 8,201
6
votes
Accepted
How to modify unsupervised dedupe rule
On our site we simply created a new rule, and chose the 'Unsupervised' option when creating it.
That creates the rule, and marks it as the default 'Unsupervised' one. The old default is downgraded to ...
- 1,917
6
votes
Import Contacts with dedupe rules
The import code's use of dedupe rules as of this writing (Civi 5.1) is...interesting.
The rules, which are defined in CRM_Contact_Import_Parser_Contact::getPossibleContactMatches involve short-...
- 37.3k
6
votes
Deduping within contact records
2019 UPDATE: A year later, I had to revisit this problem space, and I improved on my old answer; ignore earlier discussion threads on this answer.
When deleting duplicated emails/phone/addresses ...
- 37.3k
6
votes
Accepted
100s of duplicate contacts created of current user when using CiviCRM
I have seen this when the uf_match table does not have the proper values for WP Id (uf_id), Contact ID (contact_id) and email (uf_name).
I don't know why this occurs, I've not been able to track it ...
- 2,606
6
votes
Accepted
Where does CiviCRM store Merge 'history'?
An activity gets recorded when you merge and it looks up the target contact via that.
Use $winnerContact = civicrm_api3('Contact', 'getmergedto', ['contact_id' => $contactId]).
See also https://...
- 17.9k
5
votes
Dedupe Rule not working
You don't say what version of CiviCRM you are on, and you do say this is occurring on both contributions and on event registrations, but I will note here (for those happening onto this related issue) ...
- 2,455
5
votes
What are the Attributes for the Reserved DeDupe Rules
Pete's answer should be correct, but reserved dedupe rules don't work like normal rules. The original assumption: First name, last name and email must all be identical - is correct.
Dedupe rules ...
- 37.3k
5
votes
Accepted
Allow duplicate contacts with the same email
You will want to adjust your Deduping and Merging settings (top menu > Contacts > Find and Merge Duplicate Contacts). See https://docs.civicrm.org/user/en/latest/common-workflows/deduping-and-merging/ ...
- 4,984
5
votes
Force Batch Merge All Duplicates
I ran into a similar problem today. My solution requires some tech chops, but was very effective:
Install cv on the server if you haven't already.
Create a text file named forcemerge.php on the ...
- 37.3k
5
votes
Merging two contacts
To merge 2 contact records, select both contacts from a list then select the action 'Merge contacts' from the 'Actions' drop down. In the resulting screen you will see there are several options that ...
- 4,263
5
votes
Why can I no longer Merge Contact records in 5.7.3?
So I looked at the civicrm email records of the two contacts that produce such an error and they look fine.
Alan figured out that this is a bug: during the merge process when data is being gathered ...
- 14.9k
5
votes
Accepted
Can you create a dedupe rule to include individual and organisation details
The short answer is no. Dedupes for individuals and oranisations are handled separately in Civi.
I'm assuming (and feel free to correct me if I'm wrong) you've got an event booking profile for an ...
- 1,887
5
votes
Dedupe rule ignores the location type for Email/Phone but does not ignore for Addresses. Should we make this consistent
B please. This has been a point of frustration when importing. Make the location type simply a label without deduping consideration.
I thought it always takes into account location type.
- 2,904
5
votes
Rule to "Find and Merge Duplicate Contacts" returns unexpected results
The results of the search lists the "primary" email associated with the contact record. While the primary email presented in the search may not match, viewing the individual contact details--...
4
votes
How to distinguish "Contacts with the same name" when assigning an activity?
You could upgrade your CiviCRM version (4.4) to the latest version (4.6+), which will display contact emails along with their names in the autocomplete, making it easier to distinguish between similar ...
- 16.2k
4
votes
Wordpress duplicates my contacts
You should go look at your civicrm_uf_match table in the database. If you ever cleared out users in bulk or moved from one site to another, you probably have entries in there for users or contacts ...
- 7,357
4
votes
How do I find duplicate contacts by nickname?
This isn't going to help now, but big-picture, there ought to be an aliasing system for names. This Nickname problem occurs for organizations in an even bigger way, and Legal Name won't match with ...
- 7,357
4
votes
Accepted
Something is seriously wrong with CiviCRM - Replicating Contacts
You can change the email account associated with a WordPress (or other CMS) account by editing the "UFMatch". If you're SQL-savvy, the correct table is civicrm_uf_match. If you want to do it through ...
- 37.3k
4
votes
Deduping between Individuals and Organisations
You can change a contact's type either by the API or (safer) using the contact-editor extension. Obviously once you fix the types the dedupe rules will work better for you - but I don't know of an ...
- 11k
4
votes
Accepted
Reserved de-dupe rules
Demerit's and Mick's answers are incorrect for the (built-in) reserved rules - though it's definitely confusing!
If a RuleGroup has a value in the name field, and that name corresponds to a filename ...
- 37.3k
4
votes
Accepted
Alerting admins when certain fields are changed via profile & checksum?
If you have hosting that allows you to turn on Detailed Logging, there are two extensions that provide address history. One is in Extended Reports; the other is Joseph Lacey's Address Log report. It ...
- 37.3k
4
votes
Moving contribution from individual to organization
Run below query in mysql
UPDATE civicrm_contact
SET contact_type = 'Organization',
organization_name = sort_name
WHERE id = 123;
123 is a contact id
- 27.1k
Only top scored, non community-wiki answers of a minimum length are eligible