Merge multiple funders

If you have multiple or duplicate records for the same funder, you can quickly merge them instead of deleting one. Merging funders combines all records from the duplicates.

Merge duplicate funders

  1. Click Finances > Fees, then click the Funders tab.

  2. In the list, click one of the funders to open it. This will be your source funder.

  3. In the top right, click Merge.

  4. In the pop-up, enter the name of the other funder you want to merge with, which will be your destination funder. Then click Next.

  5. A list displays all the records from the source funder to be added into the destination funder. To confirm, click Merge.

You have successfully merged records for both funders, which are all now under the destination funder.

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