Families & Students

How to merge duplicate family records

Quick answer: Duplicate family records can't be merged self-service. Identify them, then contact your Growth Suite support team to merge.

Why merging is not self-service

Merging two family records combines payments, forms, conversations, and notes from both records. Doing this wrong loses information. To prevent accidental data loss, merges are handled by the Growth Suite support team rather than as a self-service action.

Step-by-step

1. Identify the duplicate records. Confirm they are truly the same family — same parents, same students, not just similar names.
2. Pick which record to keep as the master (usually the one with more recent or complete information).
3. Note any information from the duplicate that should be preserved on the master.
4. Contact your Growth Suite support team with both family record details and your preferences for the merge.

How to prevent duplicates

• Always search for a family before adding them. Use both parent name and email.
• Be consistent about which email you use as the primary contact. Switching between a personal and work email for the same parent is a common source of duplicates.
• For bulk imports, the Growth Suite team deduplicates as part of the import. Self-service additions are the bigger risk.
• Check your school's de-duplication settings (Settings → Allow Duplicate Contacts) to understand what's being prevented automatically.

Related articles

• How to add a new family
• How to find a family