Find duplicate profiles with the duplicate report, then combine two records of the same person with Profile Merge Tool, checking course-based requirements first.
Applies to Enterprise
- Merging is available once Uplifter turns it on for your admin account. If you don’t see Profile Merge Tool, ask your Uplifter contact.
- A merge can’t be undone. If you’re not sure two profiles are the same person, or a merge isn’t working, contact Uplifter Support before you go further.
- Online course completions don’t follow a merge. Contact Uplifter Support before merging anyone with course-based requirements, such as a coach credential.
- A membership organization can email itself a duplicate report: a list of its members who also have a duplicate profile on Uplifter.
- A merge may take a few moments to finish.
Combine two records of the same person into one profile, whether they sit on the same login or on two. You start from either record under Users → Profiles.
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Confirm it’s the same person
Search by name, since duplicates usually have different emails. Compare first name, last name, email, gender, date of birth and registration history. Opening each record in its own tab makes this easier.
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Open Profile Merge Tool
Open the profile you wish to keep and select Profile Merge Tool at the top right. Search for the other profile by name or email, select it and select Next.
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Choose what to keep
Conflicting details are highlighted. Pick the values to keep, including the email address the person will sign in with.
If the two logins hold other profiles too, you’re asked to choose. Keep users separate merges only this profile and leaves both logins. Combine users moves every profile to one login and removes the other, and you may be asked to pick a new primary profile.
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Merge and confirm
Select Merge Identity, then confirm. The button shows “Merge in process” until it’s done. Refresh the page after a few moments to see the result. If it’s still in process after that, contact Uplifter Support.
Find duplicates with the duplicate report
Membership organizations can list their duplicates before reporting participation or renewing.
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Open your membership organization
Select Memberships → Member Organizations in the left menu and open your organization. It opens on Dashboard Home.
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Generate the report
Under Latest Registration Activity, select Generate Duplicate Report.
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Read the email
The report is emailed to you only, as the admin who generated it. It lists the people registered with your membership organization who also have a duplicate profile on Uplifter. Merge each pair with the steps above.
If you’ve already merged someone with course-based requirements, submit a request with both email addresses and the merge date so Uplifter Support can reconnect their completions.
Families can link a profile from another login themselves: when they register the person and enter the same details, they choose the existing profile when it’s offered. See Register another person who has their own separate account. To consolidate family accounts, contact Uplifter Support.