Easily merge two people records into a single record when participants schedule an interview with a different email or clean up accidental imports to combine profiles.
Merge Participants
Search or filter a population or database and select the checkboxes for 2 people to combine.
Select More actions and Merge records.
Review the duplicate record and primary record. The property values for both participant will be combined, with the primary record taking preference if there are any values that don't match.
If needed you can prefer the duplicate record by selecting Make primary.
Scroll on each record to review the values and verify the merge preview looks correct.
Select Confirm merge to finalize.
🚨 Merging records is permanent and can't be undone. The duplicate record will be deleted from your workspace, but if it belongs to any studies, forms, or populations, those memberships will be transferred to the primary record.
Merging participants cannot be completed if the duplicate record to be merged into the primary has a scheduled interview.
