How do I merge duplicate participants?
Warning: Merging participants cannot be undone. Double-check before proceeding.
When you merge two participants, all assessments, events, measurements, and appointments from one participant are transferred to another. Personal information that is not yet set on the target participant will be copied over (existing info will not be overwritten).
Steps to merge participants
- Navigate to the Participants tab
- Search for one of the two duplicate participants and open their profile
- Click the "Actions" button and select "Merge into another"
- Enter the Clovi ID of the target participant (the one you want to keep). The Clovi ID can be found in the sidebar of the participant's profile.
- Verify the information is correct
- Click "Yes, I'm sure. Proceed."