Duplicate contacts can be consolidated into a single contact record. Be warned that this function is irreversible. Data that can be merged is moved from the duplicate contacts onto a chosen master contact record. The master is the only record preserved after consolidation. The secondary contacts, and any additional web access accounts, are deleted from PowerSchool.

Consolidate Duplicate Contacts

• Navigate to the Consolidate Contacts page. 

• Note the Master column and verify the correct contact is selected as the master record for the consolidation. If the correct contact is not selected, select the option next to the contact that you want to become the master record for the consolidation. The master record is the only record that will remain after consolidation. 
  • If a contact is selected as the master, it may not be excluded from the merge.
• Note the Exclude column. Select the checkbox next to any contact that you want to exclude from the merge. 
  • If a contact is excluded from the merge, it may not be selected as the master.
• Do one of the following:
  • Select the Consolidate All Data to consolidate all contact information into the master record. All core data that can be consolidated from the secondary contacts will be merged.
  • Select the Keep Master Only to discard all contact information expect the master record.
• Click Review. 

• Verify the information for the consolidated contact is correct. If not, edit the information as needed. At this stage, you may safely use the browser Back button to return to any prior step of the process. 
  • If a warning message appears indicating that the contact has Data Access to one or more students but does not have a Web Access Account, you will need to resolve before being able to proceed. Note the Submit Consolidation button is disabled. To resolve, add a Web Access Account by clicking Add Account just below the warning message and then entering all of the required information, remove all student Data Access scrolling to the Student section and clicking Edit, Data Access, Deselect Can Access Student Data And Email, then Ok for each student, or return to the Consolidate Contacts page and select a different master record that has a Web Access Account.
  • If a warning message appears indicating student detail conflicts have been encountered, you will need to resolve before being able to proceed. Overlapping dates are not permitted between relationship detail records, including when two records have no dates. To resolve, edit or remove the relationship detail records or adjust their dates. To edit a relationship detail record, click the Edit (pencil) icon of the student, click the All tab, edit Start Date and End Date as needed, and then click OK.  To remove a relationship detail record, click the Delete (minus) icon of the student and then click Delete again.
• Click Submit Consolidation. 
• Do one of the following:
  • Click Ok to proceed.
  • Click Cancel if you do not want to proceed.