New App Released to Safely Merge Duplicate Records in The Raiser’s Edge®

Omatic Software is excited to announce a new way to safely merge duplicate records in The Raiser’s Edge. The new solution – called MergeOmatic (Get it – automated merging?) – uses similarity scoring to accurately identify and automatically merge duplicate records.

We kept hearing from Raiser’s Edge users that duplicate records are one of the most frustrating and expensive problems. The hard part is allowing for quick review of the less certain matches or high value constituents, while automatically merging everyone else so we built MergeOmatic to solve this challenge.

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MergeOmatic works within The Raisers Edge to identify potential duplicate records based on a configurable similarity score. Using a point system, you can weight constituent information that you deem most important for flagging records as duplicates. Then MergeOmatic’s advanced search accurately presents all of the duplicates in an easy to review format that allows you to confirm and merge them in bulk. This will save countless hours of staff time, decrease mailing costs, and increase confidence in your data.

Maybe you are wondering how MergeOmatic will decide which record will survive? Well, in MergeOmatic a configurable “survivor score” suggests which record should survive the merge and which record should be eliminated. The survivor score could be based off points assigned to highest total giving, most recent address update, and most recent event registration. Also, MergeOmatic logs details from the merged records, keeping the original information and preventing potential data loss, all in an effort to make you feel confident and secure in with your data.

Here is what one of our clients had to say: “MergeOmatic’s advanced search accurately presents all of the duplicates in an easy to review format that allows us to confirm and merge them in bulk,” said Amy Barker, Raiser’s Edge Specialist and Membership Operations Manager for The Trustees of Reservations. “This will save us countless hours of staff time, decrease mailing costs, and increase confidence in our data.”