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Merging Records

To merge records:

  1. Log in to your AwardSpring site.

  2. Go to <subdomain>.awardspring.com/Admin/HelpCenter/lastimport, replacing <subdomain> with your own—for example, sampleschool.awardspring.com/Admin/HelpCenter/lastimport.

  3. Review the column mapping to confirm every field lines up correctly:

    • Columns in File: the data your institution sent

    • Question in AwardSpring: where it lands on the application

  4. Click Exceptions for import on XX/XX/XXXX.

  5. Ensure the import completed successfully by verifying the Complete status. If the status states there was an issue with your import, please contact support@awardspring.com
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    The import exception screen showing a Complete status, confirming the import finished before any exceptions are worked through.

  6. Click Manage next to Email Conflicts (if any)—accounts that already exist in your site with that email but are being imported for the first time. This lets you confirm it's the same user before merging the accounts and importing the data.
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    The import exception screen showing the number of email conflicts found, with the Manage button boxed—the control used to work through them.

  7. Work through each line:

    • Verify the email address and name match, then click Merge. If the accounts shouldn't be merged, click Skip instead.

    • Once every line is marked, click Reimport These Records to import the data into the merged accounts.
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    The email-conflict detail view, listing each account's email and name to merge or skip, with the Reimport These Records button below.

  8. The import will run, and you will be redirected back to the exception management screen. This may take a few minutes.
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    The exception management screen after reimporting, showing the Email Conflicts count dropped to zero once the merge completed.

  9. Click Download to download an Excel workbook of students who failed to import for other reasons.
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    The Download button on the import exception screen, exporting an Excel workbook of students who failed to import for other reasons.
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