The match-merge process handles incoming donations from ActBlue, contribution imports, as well as donations from the BlueUtopia online fundraising system. It helps quickly find and append existing donors with new donations or create new donor records. It is designed to keep your donor clean and records complete.
Today, we launched numerous improvements to the match-merge process that help you get through this faster and easier. These include automatic handling for exact matches, improved handling where more than one potential match is found, more information exposed for the incoming contribution record and more.
This is part 1 of what we plan to be a multi-stage project to make this important process as clean and efficient as possible.