Duplicate people after an import
If the same person now appears twice, combine the two records. All gifts, pledges and messages move to the one you keep.
- 1
Find them
Open People → "Find duplicates". The page "Possible duplicates" groups likely duplicates (same phone or email, same name and city…).
Likely duplicates, grouped. - 2
Check each group
Look at both records. Are they really the same person (and not, for example, father and son with the same name)?
- 3
Combine
Press "Merge first two" on the group. On "Combine duplicate records" choose which record to keep. All payments, pledges, schedules, cards, family links and messages move to the person you keep. Empty fields are filled from the other record.
Merge a group. - 4
Or from the People list
Tick exactly two people and press "Combine 2".
Tick two people, then Combine 2. - 5
Avoid it next time
When importing, answer the duplicate questions ("Same person — merge into existing", "Different people"), or "Accept all ≥ 90%".
- 6
Undo the whole import
If an import made a mess, open it under Settings → Import and press "Undo import". People who had new gifts or changes since are kept.
Each import can be undone.
Tips
- An opt-out on either record stays on the combined one.
- Combining frees up a place on your plan.
If something isn't working
"Combine 2" isn't there.
Only Owners and Admins can combine people.
I combined the wrong two.
Combining can't be undone automatically. Ask Yahiv support right away.
Still stuck after all these checks?
Press the help button and ask Yahiv, or write to Yahiv support with what you tried and a screenshot. Nobody minds — that's what support is for.