Contact matching through our automatic data check is based on a combination of name, email, and phone number. Givebutter detects potential duplicates and runs contact validation on a nightly basis. You'll be notified of potential duplicates in the Contacts tab.
How to automatically merge duplicate Contacts
Navigate to the CONTACTS tab on the left-hand menu bar.
Click VIEW CONTACTS in the notification at the top showing that there are potential duplicates.
In the list that populates, compare Contact #1 to Contact #2.
If you want to combine the contacts, choose the Contact information you want to keep as primary by selecting the radio button by "Contact #1" or "Contact #2". Then, click MERGE.
If you want the contacts to remain separate, click IGNORE.
How to manually merge Contacts
Navigate to the CONTACTS tab on the left-hand menu bar.
Search for the Contact with the information you want to keep as primary in the merge.
Click on the name of the duplicate Contact.
Click the three dots (...) next to their name.
Choose MERGE CONTACT.
In the popup box, type to search for the name of the Contact information you'd like to merge as secondary.
Click MERGE CONTACT.
Automatic Contact Validation (Coming soon!)
A warning message is displayed in the Contacts tab when an invalid or bad email or invalid phone number is detected inside a Contact. An invalid or bad email
Click View Contacts to validate manually
Select Edit contact to make adjustments.
Save Changes when you're finished.
