How to Merge Donor Records in iDonate

Merge two email addresses into one single donor account

iDonate creates unique donor records based on the email address. If a donor gives using two different email addresses, they will have two separate records in iDonate.

You may consolidate multiple occurrences of the same donor into one donor record using the following steps.

Locating the "Keep" Donor

1. Login to your iDonate account at https://gms2.idonate.com
2. Click Reporting
3. Click the Report dropdown, and select the Donors canned report
4. Use filtering or the search tool to locate your donor, then click on the Donor name
5. Click the Merge icon located in the top right corner of the window
6. Click Merge - Set as Keep Donor

Locating the "Assimilate" Donor

Note: the "Assimilate" donor will be merged into the "Keep" donor

1. Go back to the Reporting tool
2. Click the Report dropdown, and select the Donors canned report
3. Use filtering or the search tool to locate your donor, then click on the Donor name
4. Click the Merge icon located in the top right corner of the window
5. Click Merge - Set as Assimilate Donor
6. Click Visit Merge Donor Panel

Merging Records

Carefully review the details of the merge, then select Perform Merge!

If you need additional help merging donor records, please contact our Support Team, and we'd be more than happy to assist!