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How Do I Merge Household Members?

Clean up your data by merging duplicate household members within the same household.

If you have duplicate household members in your registration system, you can merge them within the same household:

  1. From the navigation, select Settings > Data > Merge Data.

  2. Select Merge Duplicate Household Members, then Proceed to List.

  3. Search for and select the Household that has duplicate members in it.

  4. Check off all duplicate members to merge and click Save. (no limit)

  5. Select the surviving data fields for each member.

  6. Click Merge Household Members - this will merge the surviving fields that were selected into one single member within the household

Note: Once done, this action CANNOT be undone. Additionally, if both profiles are verified, the system may block the merge. In such cases, the merge cannot be completed through the standard interface. Contact OTTO SPORT support for assistance.

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Merging within the household: You can also merge duplicate household members within the household itself. To do so, locate the household within Household Management and look for the Merge Duplicates button shown below. In this interface, you can merge up to 2 duplicate members at a time by choosing the members to merge in the dropdown menu.

Troubleshooting Common Issues

  • Unable to Remove a Member: Ensure all roles and associations with past orders are cleared before attempting removal.

  • Merge Blocked for Verified Profiles: Contact OTTO SPORT support if the system prevents merging verified profiles.

Removing Household Members

You may encounter difficulties when trying to remove a household member if they are associated with past orders. For example, the member might be listed as a Submitter or in a specific role within the order details. To resolve this issue:

  1. Identify the orders where the member is associated.

  2. Edit the affected orders to remove or replace the member in the order details.

  3. Once the member is no longer associated with any orders, proceed to remove them from the household. This process ensures that all dependencies are cleared before the member is removed. Note: If both profiles are verified, the system may block the merge. In such cases, you will need to contact OTTO SPORT support for assistance.

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