Revised: 01/26/2026
Donor Merge Tool
Prerequisites:
1. akoyaGO with Accounting Admin and Team users
The donor merge tool merges two duplicate donors of the same type.
Things to know:
Donors to be merged must be of the same type (Individual vs. Organization) and the same Primary Contact and Donor Constituent (if Organization type).
All related records will be merged into the primary donor record.
Merge Donors
Once you have identified two donors that are duplicates, you will use the Merge tool to combine the records.
Step 1: Select the Donors
From a view, filter for and select the duplicate donors. Once the donors are selected, a toolbar button labeled "Merge Donors" will appear.
Step 2: Choose Primary Donor
On the merge donors dialog box, select which donor you want to be the primary donor in the merge. The primary donor will be the donor retained and will absorb all related information from the secondary donor. Where the secondary donor was Payor on Gift Payments, Payor will be listed as the primary donor on those payments.
If there are specific data points you want to copy from the secondary to the primary donor, you can select them in the dialog box. For example, if you want to maintain the anonymity status from the secondary to the primary donor, select it.
By default, the primary donor will keep all of the settings listed on the dialog box.
To merge donors, click Submit.
After Merging Donors
The primary donor will inherit all gifts/gift payments and related records from the secondary donor. The secondary donor will be deactivated.
In the Internal Information tab of the primary donor, there is a field called Merge ID. After merging donors, this field will populate with the secondary donor record.
After merging, a banner will appear at the top of the screen to alert you to the status of the activities you merged. If there were any Activities that failed to merge from the secondary to the primary donor, you will be able to see how many of which type, so you can manually recreate them in the primary donor if needed.