Merging Duplicate Profiles

When you already know that two or more profiles belong to the same person, you can merge them straight from the people list. Qik combines their details into one profile and moves everything that pointed at the other profiles — check-ins, form submissions, workflow cards and so on — onto the one that remains.

To have Qik find likely duplicates for you, use the duplicate scan instead: see Finding and Resolving Duplicate Profiles.

How to merge profiles

1. Go to People and click View all Profiles.
2. Find the duplicates (searching by name is usually quickest) and tick the checkbox on the left of each profile you want to merge.
3. Click Actions on the selection bar to open the action sidebar.
4. Choose Merge N profiles (for example Merge 2 Profiles).
5. The Merging N Profiles page opens. It lists every field where the profiles differ, what each profile holds, the Action to be taken and the end result. Check it carefully, paying particular attention to names and date of birth.
6. Click Start Merge. A progress bar shows the merge while references are moved across in the background.
7. Open the merged profile and tidy up anything you want to adjust.

What the merge does

• The profile that was created first is kept. The others are moved to the trash.
• Names from the other profiles are saved as alternative names, so searching for an old name still finds the person.
• Emails, phone numbers, addresses and other multi-value fields are combined, with duplicates removed.
• Records that referenced the merged-away profiles, group positions, scopes and logins all move to the surviving profile.

The full set of rules — how each kind of field is combined and what moves across — is described in Finding and Resolving Duplicate Profiles. The same rules apply whichever way you start the merge.

Permissions

To merge, you need permission to edit the profile that will be kept and to delete each profile being merged into it.

Tips

• Merging is hard to undo. If you're unsure whether two profiles are the same person, open each one first.
• Family members often share an email address or phone number — that alone doesn't make them duplicates.
• After a large import, run a duplicate scan rather than hunting for duplicates by hand.