MergeOmatic

Duplicate Record Solution for Raiser's Edge™

Merging Made Easy

Managing duplicate records in Raiser’s Edge is one of the most frustrating and expensive challenges for organizations to solve. With multiple people adding information from various sources to a database, it’s easy to unknowingly create two, three, even four records for the same constituent. Once a duplicate exists, it’s hard to find and safely delete or merge them – until now. MergeOmatic is a powerful tool that automatically identifies duplicate records, then allows you to filter, review and merge them based on similarity scoring and importance!

  • Maintain accurate database and decrease postal costs
  • Provide a complete picture of a donor, with all information in one record
  • Save time by bulk merging groups of duplicates at once
  • Be confident that data isn’t lost while merging records

All Features

  • Easily identify and preview all duplicate records in your database
  • Bulk merge records that are clearly duplicates
  • Permanently mark non-duplicates as "Not a Duplicate"
  • Set criteria to select the survivor record when merging constituents
  • Log details from the merged records

The MergeOmatic Difference

Benefits
Merge Omatic
Standard Raiser's Mass Merge Utility
Analyze your entire database & review identified duplicates for free!
Refine the Similarity Score for your database to reflect the confidence that two records are duplicates... the higher the Similarity Score the greater the confidence that they are duplicates!
Data visualization of duplicates by Similarity Score provides instant insight into data hygiene
Scan a subset of constituents for duplicates anywhere in the database for better - way better - efficiency
Advanced fuzzy searching algorithms identify hard-to-spot duplicates
Achieve big impact quickly by first reviewing and merging high-confidence duplicates
Bulk merge all identified duplicate pairs at once, without user intervention
Comprehensive review form allows quick decisions by surfacing data needed to make decisions
Offers robust, customizable calculation using any combination of constituent data to determine surviving record
Optionally delete the duplicate record when merging data into the survivor record
Workflows allow one user to review and queue records for merging and another user can verify
Prevent future duplicates by analyzing past user activity that created duplicate records

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.

Amy Barker
The Trustees of Reservations

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See everything that MergeOmatic has to offer