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 ...
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  • 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 ...
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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 ...
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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. ...
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  • 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-...
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  • 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 ...
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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.
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  • 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. ...
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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 ...
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  • 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-...
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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 ...
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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 ...
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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://...
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  • 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) ...
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  • 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 ...
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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/ ...
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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 ...
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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 ...
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  • 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 ...
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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 ...
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  • 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.
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  • 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--...
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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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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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 ...
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  • 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 ...
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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 ...
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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
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Only top scored, non community-wiki answers of a minimum length are eligible