If you do not have a CRM system, you should at least once a month find and merge duplicates directly in OnlineFundraising. This makes your work easier when reporting to SKAT (the Danish Tax Agency).
Export a list of Contacts
To export the list, you need to:
Go to Export in the OnlineFundraising main menu
Click New Export in the top-right corner
Select Contacts
Choose Select field and then Created timestamp
Select before and tomorrow’s date (this ensures that all created records are included)
Find duplicates in Excel
Once you have downloaded the file, open it in Excel. Here you can search for duplicates based on phone number, email address and CPR number.
Select the cells you want to check for duplicates (e.g. email or address – it is possible to check for duplicates based on name, but there may be several people with the same name who are not duplicates)
Note: Excel cannot highlight duplicate values in the Values area of a pivot table.
Select Home > Conditional Formatting > Highlight Cells Rules > Duplicate Values
- Then choose the formatting you want for your duplicates (e.g. red fill colour)
Once you have identified your duplicates in the Excel sheet, you can look them up in OnlineFundraising and merge the contacts. See thhe article here >