How to resolve duplicate records with merging

Open the ‘Users’ DataGrid from your main navigation menu on the left

Open

This will take you to the Users DataGrid

Find the User that you wish to Merge by applying filters and/or searching the User’s DataGrid

Select the duplicate records by clicking on them so that they have a blue-background

Click the mass action drop down at the top left of your DataGrid and click the ‘Merge’ option

The ‘Merge Users’ pop up window will appear, click the ‘Select’ button to choose which User will act as your primary User to keep

From the new pop-over DataGrid, your selected Users will appear, we advise adding in the ‘User ID' column so you can ensure you are keeping the correct record
Visit our dedicated page on adding a new column to your DataGrid

Select the User record you wish to keep by ticking the Checkbox and highlighting that User
The User you select here determines what information will be kept where there is a clash, for example if the Users that are being merged all have a different Email Address, following the merge the Email Address that will be kept is the one assigned to your ‘Record to keep’ User.

Click the ‘OK’ button

This will add the Record into the ‘Record To Keep’ selector

Click the ‘Merge’ button to merge the records

A pop up will appear asking you to confirm that you want to merge the Selected Users into one, click the ‘Yes’ button to confirm

Your User records have now been merged

Open the ‘Accounts’ DataGrid from your main navigation menu on the left

This will take you to the Accounts DataGrid

Find the Account that you wish to merge by applying filters and/or searching the Account’s DataGrid

Select the duplicate records by clicking on them so that they have a blue-background

Click the mass action drop down at the top left of your DataGrid and click the ‘Merge’ option

The ‘Merge Accounts’ pop up window will appear, click the ‘Select’ button on the ‘Record to Keep’ option

Your selected Account records will appear, we advise adding in the ‘Account ID' column so you can ensure you are keeping the correct record
Visit our dedicated page on adding a new column to your DataGrid

Select the Account record you wish to keep by ticking the Checkbox and highlighting that Account
The Account you select here determines what information will be kept where there is a clash, for example if the Accounts that are being merged all have a different Name, following the merge the Name that will be kept is the one assigned to your ‘Record to keep’ Account.

Click the ‘OK’ button

This will add the Record into the ‘Record To Keep’ selector

Click the ‘Merge’ button to merge the records

A pop up will appear asking you to confirm that you want to merge the Selected Account’s, click the ‘Yes’ button to confirm

Your Account records have now been merged

Open the ‘Course Templates’ DataGrid from your main navigation menu on the left

This will open the Course Template DataGrid

Find the Course Templates that you wish to merge by applying filters and/or searching the Course Template DataGrid

Select the duplicate records by clicking on them so that they have a blue-background

Click the mass action drop down at the top left of your DataGrid and click the ‘Merge’ option

The Merge Course Template pop up box will appear, click the ‘Select’ button to choose which Course Template will act as your primary Course Template to keep

Both Course Template’s will appear, we advise adding in the ‘Course Template ID' column so you can ensure you are keeping the correct record
Visit our dedicated page on adding a new column to your DataGrid

Select the Course Template you wish to keep by ticking the Checkbox and highlighting that Template
The Course Template you select here determines what information will be kept where there is a clash, for example if the Course Templates that are being merged all have a different cost and cost type, following the merge the cost and cost type that will be kept is the one assigned to your ‘Record to keep’ Course Template.

Click the ‘OK’ button

This will add the Template into the ‘Record To Keep’ selector

Click the ‘Merge’ button to merge the records

A pop up will appear asking you to confirm that you want to Merge the Selected Course Template’s, click the ‘Yes’ button to confirm

Your Course Templates have now been merged

Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left

This will open the Course DataGrid

Find the Courses that you wish to Merge by applying filters and/or searching the Course’s DataGrid

Select the duplicate records by clicking on them so that they have a blue-background

Click the mass action drop down at the top left of your DataGrid and click the ‘Merge’ option

The ‘Merge Courses’ pop up box will appear, click the ‘Select’ button to choose which Course will act as your primary Course to keep

Your selected Courses will appear, we advise adding in the ‘ID' column so you can ensure you are keeping the correct record
Visit our dedicated page on adding a new column to your DataGrid

Select the Course you wish to keep by checking the Checkbox and highlighting that Course
The Course you select here determines what information will be kept where there is a clash, for example if the Courses that are being merged all have a different end time, following the merge the end time that will be kept is the one assigned to your ‘Record to keep’ Course.

Click the ‘OK’ button

This will add your selected Course into the ‘Record To Keep’ selector

Click the ‘Merge’ button to merge the records

A pop up will appear asking you to confirm that you want to Merge the Selected Course, click the ‘Yes’ button to confirm

Your Courses have now been merged

Open the ‘Administration’ menu from the Profile options at the top-right of your platform

This will open the Administration menu

Open the ‘Awards’ menu option to access the page where you can view and manage your Awards
The administration menu is in alphabetical order

This will open the ‘Awards’ DataGrid

Find the Awards that you wish to merge by applying filters and/or searching the Award’s DataGrid

Select the duplicate records by clicking on them so that they have a blue-background

Click the mass action drop down at the top left of your Awards DataGrid and click the ‘Merge’ option

The ‘Merge Awards’ pop up window will appear, click the ‘Select’ button

Both Awards will appear, we advise adding in the ‘ID' column so you can ensure you are keeping the correct record
Visit our dedicated page on adding a new column to your DataGrid

Select the Award you wish to keep by ticking the Checkbox and highlighting that Award
The Award you select here determines what information will be kept where there is a clash, for example if the Awards that are being merged all have a different lifetime, following the merge the lifetime that will be kept is the one assigned to your ‘Record to keep’ Award.

Click the ‘OK’ button

This will add the Award into the ‘Record To Keep’ selector

Click the ‘Merge’ button to merge the records

A pop up will appear asking you to confirm that you want to Merge the Selected Award’s, click the ‘Yes’ button to confirm

Your Awards have now been merged