Managing Donor Records

Accurate donor records are essential for reliable reporting, meaningful engagement, and seamless communication. iDonate creates a unique donor profile for each email address. When donors use multiple email addresses or need edits to their contact information, you may need to update records or merge duplicates.

This article explains how to update donor contact information and merge duplicate donor profiles into a single consolidated record.

Updating Donor Contact Information

1. Navigate to Reporting.
2. Open the report drop-down menu and select the system generated Donors report.
3. Use search or filter to locate the donor record you want to update, then click the donor’s name.
4. Update any applicable contact information and click Save Changes.

Merging Donor Records

Locate the "Keep" Donor

1. Navigate to Reporting.
2. Open the report drop-down menu and select the system generated Donors report.
3. Use search or filter to locate the donor record you want to keep, then click the donor’s name.
4. Click the Merge icon located in the top right corner of the donor detail page.
5. Click Merge - Set as Keep Donor.

Locate the "Assimilate" Donor

1. Repeat steps 1–4 from Locate the “Keep” Donor above to find the second donor record.
2. Click Merge - Set as Assimilate Donor.
3. Click Visit Merge Donor Panel.

Merging Records

On the Merge Donors page, carefully review the details of the merge, then select Perform Merge.

If you need additional help merging donor records, please contact iDonate Support.