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How do I merge duplicate child profiles?
How do I merge duplicate child profiles?

merge duplicate child profiles

Emily Stafford avatar
Written by Emily Stafford
Updated over a year ago

Merges cannot be undone once completed. If you have any questions, please contact Sandbox Support by utilizing our online chat, or email: sandboxsupport@procaresoftware.com


To merge duplicate children, you will need to do the following:

  1. Click on Child A’s profile (in the Families tab)

  2. Click the three dots at the top of their profile

  3. Click ‘Merge with another Family’

  4. You should now see Child A’s duplicate profile

  5. Click Preview

  6. Click Confirm

You will now see Child A listed twice

  1. Click the three dots at the top of one of the duplicated profiles

  2. Click ‘Merge with another Child’

  3. Select the duplicated profile from the drop down (ensure you have the correct name selected in the drop down)

  4. Click Preview

  5. Click Confirm

You may see duplicate guardians and contacts after completing the above. To merge duplicate guardians and contacts, you will need to proceed with the following steps:

1) Click the three dots next to the duplicated guardian or contact’s name

2) Click ‘Merge with another Guardian’ / ‘Merge with another Contact’

3) Select the Guardian or Contact you would like to merge

4) Continue with each guardian and/or contact until all duplicates are merged

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