Understand How Duplicates Are Created
Every Online Fundraising payment, whether single or recurring, must be linked to a contact. In Online Fundraising, this contact represents the donor or member and maps to a Constituent in Donorfy.
Online Fundraising does not attempt to find or match existing contacts. Each form submission creates a new Online Fundraising contact. When Donorfy receives the webhook, it then attempts to match that contact to an existing constituent.
If Donorfy finds a constituent with a confidence score of 13 or higher( eg same CPR number - see the table in this document) the payment is linked to the existing constituent, and the Online Fundraising contacts are merged to maintain a one-to-one relationship.
📌 Note: Confidence scores are calculated using multiple data points such as national identifiers and personal details.
Understand Confidence Scores and Matching
Donorfy uses a weighted scoring system to determine whether an incoming record matches an existing constituent.
Donorfy evaluates identifiers such as National Insurance or CPR numbers.
It calculates a confidence score based on the available data.
If a single match is found with a confidence score of 13 or above, the records are merged automatically if automatic merging is enabled in settings.
⚠️ Important:
If Donorfy identifies multiple existing constituents with the same national identifier, it cannot determine which record to use.
In this scenario, Donorfy creates a new constituent record that must be reviewed and merged manually.
Use the Duplicate Checker
Donorfy includes a built-in duplicate checker to help identify and manage duplicate records across the system.
The duplicate checker scans for both single and multiple potential matches.
Each match is assigned a confidence score to help prioritise review.
Automatic merging only occurs when a single match meets the confidence score threshold and automatic merging is enabled.
Merge Records Automatically
Automatic merging simplifies duplicate management when clear matches are found.
Enable automatic merging in Donorfy settings.
Allow Donorfy to merge records when a single match scores 13 or higher.
Automatic merging does not apply when multiple possible matches are found.
Merge Records Manually
You can merge constituent records manually when duplicates are identified during day-to-day work, such as reviewing a list or constituent profile.
Open the constituent profile you want to keep.
Click Manage, then select the merge option and follow the on-screen steps.
This option is only available to users with the required permission.
⚠️Important:
The Online Fundraising integration is a Professional-only feature. Danish Essential subscribers, please contact us to find out more about upgrading.
Other requirements: the integration only applies to Online Fundraising version 4 and later. Prior versions cannot be integrated.