Parks and Recreation Knowledge Base

Merging Households

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When duplicate households have been identified, open the household merge tool:

Navigation menu showing Management expanded, System Management selected, Household Management selected, and Household Transfer/Merge highlighted.

Look up the households you are merging, keeping the HH you're keeping on the right as the "To Household".

Family Member Merge screen showing From and To households with family members listed for merge selection.

The next screen lets you manipulate the order of family members and which family members are duplicates (if any).

Family Member Merge screen showing duplicate family members selected to be merged into a single record.

Note the example above. Donald and Donnie will be merged into one family member and since the member number is 1, that person will be the Head of Household.

Make edits to the order, or to who will be merged together as necessary using the pencil icon:

Household Transfer/Merge screen showing From Household and To Household fields with Full Merge and Partial Merge options.

Click Continue to finish the process.

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