HelpYouSponsor

Donor Management

Duplicate Detection

Keep your database clean automatically

Duplicate Detection uses multi-stage scanning to find and merge duplicate records before they cause problems. The system first scans by username and email for exact matches, then broadens to title field matching for near-duplicates. Potential duplicates are grouped for review, and merging consolidates all donation history, sponsorships, messages, and activity into a single clean record.

2-stage

Scanning depth

100%

History preserved on merge

< 5 min

Full database scan

0

Data lost during merge

The Problem

Without duplicate detection, your donor database accumulates redundant records over time -- splitting giving history across profiles, inflating donor counts, and leading to embarrassing duplicate solicitations.

The Solution

With HYS Duplicate Detection, your database stays clean through automated multi-stage scanning and guided merges that preserve every dollar of giving history in a single unified record.

See it in action

How it works

1

Automated scan

The system runs multi-stage duplicate scanning -- first matching on username and email, then broadening to name and title fields for near-duplicates.

2

Group review

Potential duplicates are grouped together with a side-by-side comparison showing each record's data, giving history, and activity.

3

Select primary record

Choose which record to keep as the primary. The system shows you exactly what data will be merged and what will be discarded.

4

Merge with history

All donation history, sponsorships, messages, and activity from duplicate records are consolidated into the primary record. Nothing is lost.

Key features

Automated duplicate scanning
Smart merge suggestions
Preserves donation history
Configurable matching rules

Who uses this

Database Manager

Runs a duplicate scan after a large CSV import and finds 200 potential duplicates, merging them in bulk before the records reach the fundraising team.

Development Director

Discovers that a major donor has 3 separate profiles from different giving channels, merges them, and realizes the donor's true lifetime value is 3x what they thought.

Operations Lead

Schedules quarterly duplicate scans to keep the database clean as new donors enter through multiple programs and events.

Frequently asked questions

Ready to get started?

See how duplicate detection can transform your organization.