When do you need to merge people entries?
There are a few circumstances for when you will need to merge people entries; on occasion, people use different names to purchase tickets, or you put up their profile with one name, and they purchase a ticket with a slightly different name. You will also need to merge entries for people who used a personal email to log in, and a corporate email to register. Merging could be necessary in both of these cases, because it’s possible that the same person could have two different entries in your People table, due to the inconsistent information provided for their entry.
For further clarification please see the examples below:
- Elizabeth Smith registered using her full name (Elizabeth Smith) but came back a few days later and logged in with her Facebook account which has the name Liz Smith. This results in two different entries in your people table.
- Bob Smith registered using his office email address firstname.lastname@example.org but came back a few days later and logged in using his Google identity which has email@example.com as his email address. This results in Bob Smith having two entries in your people table.
When you notice that two entries in your people table are in fact the same person, you can select the duplicate person profiles and Merge them into a single profile by clicking on the button. This combines the information from both profiles into a single person.
What’s kept and what’s discarded
When you merge two profiles into a single, merged profile, we keep some information, combine some information, and discard some information as set out on the table below. For merging purposes, there is a “from” profile and a “to” profile. The “from” profile will be copied into the “to” profile and then deleted. This will result in a single, combined profile for the person.
This table explains what we keep and what we discard during this process:
|Information||We keep the “from” information only||We keep the “to” information if there is any, if not, we copy from the “from”||We keep both|
(including Company and Title)
(Invite status, Acceptance status, Invitation Category, Survey code)
(Registration number, Type and sharing details flag)
(Address, Email address, Phone)
(Bio, Facebook link, Photo, Web site link, Twitter link, Other social media link)
|Mobile app profiles||x|