Merge Constituent

Ashley Petty
Ashley Petty
Name Dropper First Anniversary Facilitator 1 Blackbaud Certified
in Blackbaud Raiser's Edge NXT®: General Discussions

I am trying to merge a constituent but when I click Merge into another record and search for the record in the Target record, it doesn't show up. What am I doing wrong?

Comments

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    @Aldera Chisholm is right here. You can only merge a record into the same type of record. Individuals to individuals, or organization to organization. I would also note that you can't merge non-constituents into constituents.

  • Ashley Petty
    Ashley Petty
    Name Dropper First Anniversary Facilitator 1 Blackbaud Certified

    @Aldera Chisholm I thought they were both organizations, but it looks like one was set up as an individual. What's best practice since I can't merge them? Any ideas?

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @Ashley Petty You will just need to change the type of the one that is ‘wrong’ to be the other type. Then you can merge them.

    If you want the record to be org, than convert the individual record in db. Open record in db view > Constituent drop down menu > Convert to Org. Then you can merge them in either view.

    (I sometimes will take a screenshot of any data that I don't want to lose in case there's a hiccup.)

  • Aldera Chisholm
    Aldera Chisholm Community All-Star
    Sixth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @Ashley Petty I would convert the org to be an individual, and then merge them. I don't believe this is available in web view yet, but in database view, open the org, click on Constituent in the top menu, and there will be an option to convert to an individual. Hope that helps!

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