When you create a merge batch with parties to merge, you can also define the merge of entities from the merge-from and merge-to parties, including:

• Party sites

• Party relationships

• Organization contacts

You can also view party profile attributes of the merge-from and merge-to parties. See: Viewing Profile Information.

If you used batch duplicate identification to create the merge batch, all the details of the merge-from and merge-to parties are already determined and cannot be changed. See: Batch Duplicate Identification Overview.

See: Party Merge Deployment Category, for information on the profile options that must be set to use party merge.

To create a merge batch for parties:

1. Navigate to the Merge Batch window.

2. Enter a batch name that is unique and related to the parties that you are merging.

3. Enter a reason for the merge, either a predefined reason or your own.

4. Check Delete Merged Records to delete the merge-from party records after the batch merge completes. Do not check this box if you do not want to delete the merged records. These records are instead assigned a Merged status.

5. In the Party Details region, enter pairs of parties that you want to merge, including the party type and merge reason for each pair.

6. Save your work before moving on to the tabbed regions.