Merging Duplicates

Merging duplicates in Oasis

Login to your staff account on Oasis: learn.aasm.org

Once logged into the Oasis dashboard in the upper right section of the menu at the top of the site, go to Tools > Users > Merge User Account.

Locate the duplicate records using the interface (the Merge Source will be removed while the merge target will be kept)

Once the users have been found, uncheck Delete duplicate learner progress and leave the delete duplicate merge source user checked. Click Merge.

Merging duplicates in iMIS

To merge a duplicate contact, first locate the contact that you'd like to keep in iMIS.

In the top right corner select "Actions" and click "Resolve Duplicates"

Locate the duplicate contact by clicking on "Select a contact to merge"

Once the contact information loads in and you've verified the contacts, scroll to the bottom and click "Merge" (it may take 15 -30 seconds to load the second contact in)

Common Merge Errors

Merging Group Administrators is not Supported

To resolve this issue locate the contact(s) in question that are company administrators.

Go to the contact record, click the Organizations tab

Take a screenshot of the current status and roles that the customer has on their account so you can make adjustments

(Example screenshot)

For each role marked as Company Administrator, remove that role.
Once the merge is complete, add back the original role(s) and use the screenshot you took as a reference.

To do this it is helpful to locate each organization that the contact was a company admin for and go to the contacts tab, add a contact and add the contact back into the company admin role for each necessary organization.

Must not have overlapping dates in the membership dues role

This error happens when the Membership dues dates overlap each other

To fix this, on both contacts in question visit the Subscriptions tab and click on the most recent membership dues listed under Membership fees.

If the begin date and paid through dates of both contacts overlap, adjust the dates so that is no longer an issue.

See the example below. These are both overlapping. To fix this I went and adjusted the begin date for the Second user (Test-login test) to 1/1/2023 so that 1/1/2023 - 12/31/2023 date range does not interfere with the first begin date/ paid through date range. After fixing the below problem, you should be able to merge.

Must have zero balance for the member role
This error appears when one or more of the customers being merged has an open membership invoice (ex: renewal). Find the contact with the membership invoice, cancel the invoice, merge and rebill the merged customer.