Use the Merge Batch window to set up a merge batch for the parties or party sites that you are merging. See:
You can only merge parties of the same party type. You can merge or transfer party sites, organization contacts, party relationships, and profiles related to a party. All other entities related to a party are either always merged or always transferred based on the merge procedures defined for that entity.
When you select a party as the merge-from or merge-to party in a batch, the records for that party are locked and cannot be selected as a merge candidate for this or any other batch until after this batch is submitted and processed.
Note: For your merge batch, you cannot include any party that is already part of a de-duplication merge request. See: Merge Requests Overview.
Set the HZ: Enable DQM Merge Suggestion profile option to 'No' to disable DQM suggestion. This will reduce time lag and improve performance during the Create Merge Batch process.
Aside from manually creating merge batches in the Merge Batch window, you can also use batch duplicate identification to automatically determine duplicate parties based on match rules. You create merge batches from the suggested duplicate candidates. See: Batch Duplicate Identification Overview.
In the Merge Batch window, you can specify if you want to delete the merge-from party after the merge process completes. Otherwise, the merge-from party is set to a status of Merged.
The results of the merge are saved only after the entire batch has completely processed. If one record results in error, none of the parties in the batch are merged. If you want to save the resulting party after each merge, you must create a separate batch for each pair of parties to merge.
If the merge batch creation itself results in error, review the log of the Create Merge Batch program in Standard Request Submission. After fixing the errors, you can manually rerun the Create Merge Batch program.
Before you create a merge batch, you should decide if you want to delete all of the records of the merge-from party.
Use this parameter when you submit the Create Merge Batch program to re-create a merge batch that previously resulted in error.
Enter the merge ID of the merge batch that you want to re-create. Only failed merge batches are available. The merge ID is the number automatically appended to the end of the merge batch name.