• Replies 3 replies
  • Subscribers 204 subscribers
  • Views 191 views
  • Users 0 members are here
Related

Unmerge?

Kimberly Smith (Past Member)
$organization

Hello,

Does anyone have any insight on how to "unmerge" a record, can it be done?  There is a record in our database that was incorrectly merged last year into another constituent's record, this may have occurred becuase the same name existed in both records but it is in fact, two separate constituents.  There are membership and annual fund contributions on this record pertaining to both individuals, but it's difficult to discern which membership and annual fund contributions should be designated to each individual.  Is there a way to "unmerge"?

 

Parents
  • $organization

    First it can be done – but only by a specialist (read IT/App Support person)  With the same name 

     

    Since it was a year ago it may be trickier – there may be a way to look at the back-up files

     

    IT folks should talk with network for exactly how to do this.   

     

     

    From: Kimberly Smith [mailto:bounce-kimberlysmith2245@tessituranetwork.com]
    Sent: Wednesday, May 03, 2017 2:11 PM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: [Tessitura Memberships] Unmerge?

     

    Hello,

    Does anyone have any insight on how to "unmerge" a record, can it be done?  There is a record in our database that was incorrectly merged last year into another constituent's record, this may have occurred becuase the same name existed in both records but it is in fact, two separate constituents.  There are membership and annual fund contributions on this record pertaining to both individuals, but it's difficult to discern which membership and annual fund contributions should be designated to each individual.  Is there a way to "unmerge"?

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization

    First it can be done – but only by a specialist (read IT/App Support person)  With the same name 

     

    Since it was a year ago it may be trickier – there may be a way to look at the back-up files

     

    IT folks should talk with network for exactly how to do this.   

     

     

    From: Kimberly Smith [mailto:bounce-kimberlysmith2245@tessituranetwork.com]
    Sent: Wednesday, May 03, 2017 2:11 PM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: [Tessitura Memberships] Unmerge?

     

    Hello,

    Does anyone have any insight on how to "unmerge" a record, can it be done?  There is a record in our database that was incorrectly merged last year into another constituent's record, this may have occurred becuase the same name existed in both records but it is in fact, two separate constituents.  There are membership and annual fund contributions on this record pertaining to both individuals, but it's difficult to discern which membership and annual fund contributions should be designated to each individual.  Is there a way to "unmerge"?

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Children
  • $organization in reply to Leslie McKinley

    I agree with Leslie! I have had to unmerge accounts (twice) and it is very complex. The easiest way to get by is if you have records of what each account looked like prior to the merge. But since it's been a year you may not be able to get that.

    But the process must be done via SQL and, in a nutshell, your DBA must go through each account table by table and tell it which data lives on which account.

    There is a bunch of info on this in this other forum post: http://www.tessituranetwork.com/Community/forums/t/1914.aspx

    You should sit down and analyze the account before you get started with anything and decide what data is ultimately going to to live on each account. Then have your DBA go through the process in your TEST system. Then make sure everything ended up where you intended before replicating the process in LIVE.

    I'm  happy to provide some more information on how I did this here if need some additional help.

    Beth
    bhawryluk@winspearcentre.com