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Merging Duplicate Members

Pending members and Active member profiles can be merged into one profile.

At the start of a new season all members from the previous are migrated to the new season with a new status of pending_renewal. Automated emails are generated on the system to all those pending_renewal with a link to renew.

If a member signs up as a new member rather than renewing their membership they will have a duplicate profile on the system. Similarly if they mark themselves as a non renewal (via the renewal email unsubscribe link) and sign up as a new member they will have a duplicate profile which can also be merged.

Identifying possible duplicate record

On the Membership -> Members dashboard the number of possible duplicates will be detailed like the following example.

You can view this list of potential duplicates using the Membership Filter selecting the

Duplicates -> Review Duplicate Pairs

or by clicking on the Duplicates button at the top of the screen:


Merging Duplicate Member Records

Duplicate member profiles identified above or single members can be searched and merged by a club administrator as follows:

  1. Login to clubzap.com/signin

  2. Go to Membership -> Members

  3. Click on the Duplicates button at the top of the screen

4. Click on the Actions button to list start merging your duplicates or use the search bar to find a specific member.

Select what records you want to keep as primary and what you wish to merge.

5. Click on Accept Merge to complete the process or if not happy both records are duplicates you can select Reject Merge and these 2 profiles will not he highlighted as a possible duplicate again.


Troubleshooting

The Merge button is not enabled - The reason for this is that the Status of the 2 member types is not satisfying the requirements of

a) pending_renewal and paid

b) pending_renewal and paid cash

c) pending_renewal and subscribed

d) non renewal and paid

e) non renewal and paid cash

f) non renewal and subscribed

or the name and DOB combinations do not match which can be as a result of name formatting with Irish fadas or ' differing. You can edit the names to endure they match to complete the merge.

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