Merge Profiles Add-on

This add-on is currently limited access and will be made available for companies that request it for their accounts. If you would like to use this feature please send an email to [e-mail].

The Merge Profiles Add-on allows you to merge duplicate family, student and employee profiles that are in your Teachworks account and select the profile information that you'd like to keep.

Enabling the Add-on

1. Click on "Account & Settings" and then click on "Integrations & Add-ons".
2. Use the "Search" field on the right-hand side and enter "Merge Profiles".
3. Click on "Enable" under the add-on's section.

Once the add-on has been enabled, a "Merge Profile" link will be available on the right-hand side when viewing a family, student or employee's profile.

Usage

You can follow the steps below to begin merging a duplicate profile with an existing profile:

1. Click on "Students" and then click on "Families" or "Students" for family or students or click on "Employees" and then click on "Employee List" for employees.
2. View the profile that you'd like to merge by clicking on their name.
3. Click on the "Merge Profile" option on the right-hand side.
   
   NOTE: You are only able to merge profiles that have the same first and last name.
4. In the pop-up window, select which profile you'd like to keep. You can select between the "Current" profile or one of the "Matching" profiles.
   
   
   
   
   NOTE: If one of these profiles has a user account enabled, you should select that profile as the one you'd like to keep. If neither of the profiles have a user account enabled, you should keep the profile with the lower ID.
5. Click on the "Initiate Merge" button.

This will bring you to the "Merge Profiles" table where you will see a list of fields and the data entered in them for each profile. By default, all of the fields for the profile you're keeping will be selected.

However, if you'd like to keep the data from the duplicate profile and add it to the profile you're keeping, simply select the buttons under the "Profile to Remove" column:

When you are done selecting the fields and data you'd like to apply to the profile you're keeping, click on the "Merge Profiles" button at the bottom of the form. This will update the "Profile to Keep" with the selected values and move any associated records (ie. lessons, tasks, etc.) from the "Profile to Remove" to the "Profile to Keep".