The Mergician User Guide

• Overview
• Installation
  • Should I run the server installation?
  • Server Installation
  • Client Installation
• Key Steps to Getting Started – An Overview
• Optionally Run the Duplicate Constituent Report
• Create a Global Merge File
  • Using the built in Raiser’s Edge Duplicate Settings
  • Using the simple dedupe by email
  • Using the IDLookup Criteria sets
  • Continue Here Using Any of the Methods Above
  • Using your own merge file
  • Perform the merge
• Appendix A – Working with Criteria Sets
• Creating a Criteria Set
• Editing First Name and Address Line Equivalents
  • Address Equivalents
  • Restore Default Equivalent Addresses
  • First Name Equivalents
  • Restore Default Equivalent First Names