Merge Households
This lesson covers how to merge duplicate households, meaning duplicate households (each with its own household ID) within the Illuminate system that have the same address and/or contacts associated with them. A District administrator should complete this task, as someone without access to all students could otherwise mistakenly merge records while not realizing that an additional student (for whom he or she does not have access to view) is attached to a household.
Where to Start
It's recommended that you use our Duplicate Contact Finder before continuing with this lesson. See the "Merge Duplicate Contacts" lesson for details.
1. Click the cog icon.
2. Under Student Contacts, click Household Merger. In some systems you will see the word Administration in place of the cog.
Find Households to Possibly Merge
1. Select criteria by which you want to identify households (1) that should possibly be merged. Click Find Duplicates (2).
Merge Households
You will see a list of addresses that exist as duplicates in the system, as well as the number of households that are associated with them. Click merge next to any address you want to investigate for possible merging.
Every household has a unique household ID, which is featured at the top of the report. Review the addresses, contacts, and students associated with each household to determine if you wish to merge them. Note that when additional information (e.g., an additional/non-duplicated address, contact, or student) is associated with any household ID displayed, that information will remain after the merge in addition to any information that was previously duplicated (e.g., an address you see repeated under 2 separate household IDs). If you want to merge the households:
1. Select at least 2 household IDs.
2. Click Merge Households.
Note: This is an action that cannot be undone. Proceed with caution.
Next Steps
You might be interested in viewing other lessons within the "Students" or "System Admin" Help manuals.