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Author Topic: How to Merge Organizations  (Read 495 times)

daveatkins

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How to Merge Organizations
October 13, 2011, 08:01:10 am
I have a situation where, due to inconsistent data entry, we have multiple organizations that need to be consolidated so that their employees all show up in one place. When I searched for help on this topic, I found reference to a feature called "Merge for Organizations" but I cannot find where that is.

Find and Merge Duplicates does not work for me; I think my task is slightly different:

What I need to do is simply search for an organization, then say, OK, "ABC Corp" is not right; I want all the employees of this organization to be reassigned to "ABC" I want "ABC Corp" to be deleted from the system so nobody continues to mistakenly use it.

petednz

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Re: How to Merge Organizations
October 13, 2011, 12:30:05 pm
Dave
That sounds like what Merge will do if you have your employees as Relationships - you grab the two Orgs - set the one you want to delete to be on the left, and make sure you have Relationships checked so they get migrated over.
So if you do a search for ABC in Adv Search, then select the two, the under Actions go to Merge you will have them to work with.
When you say 'Find and Merge' does not work for you, what do you mean?
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daveatkins

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Re: How to Merge Organizations
October 14, 2011, 09:01:06 am
thank you; that is exactly what I was looking for. Many things in Civi are hidden in this way--you have to know they exist first. I would have expected to find a menu item for "merge organizations" not just to have it appear as a possible option after searching, selecting, etc. I had a similar confusion as I tried to create smart groups...you have to do a search first...whereas I am thinking from the perspective of my objective, not some incidental impact.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • How to Merge Organizations

This forum was archived on 2017-11-26.