---
title: "Patron Record Merging"
slug: "patron-record-merging"
updated: 2026-04-27T17:53:20Z
published: 2026-04-27T17:53:20Z
canonical: "docs.surpass.cloud/patron-record-merging"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surpass.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Patron Record Merging

Patron Record Merging allows you to combine duplicate patron records into a single, complete record.

## Merge a Patron Record

To merge a patron record, find the patron you want to merge, the **source record**. Then click the **Edit** button and select **Merge into Another Record** at the bottom of the patron panel.

![patron-merge-start](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-merge-start.png)

You will be asked to confirm that you want to begin the merge process.

![patron-merge-confirm-start](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-merge-confirm-start.png)

Click **Yes** to continue.

You will then see a message explaining the next step in the process.

![patron-merge-instructions](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-merge-instructions.png)

Click **OK** to proceed.

## Select the Target Record

Search for and select the patron record you want to merge into (the **target record**).

You can:

- Use the search bar
- Select from the list on the left
- Choose from **Recent Patrons**

Once the target record is displayed, you will be prompted to confirm your selection.

- Click **Yes** to continue
- Click **No** to choose a different record
- Click **Cancel** to stop the merge process

![patron-merge-target-confirm](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-merge-target-confirm.png)

## Final Confirmation

A final warning message will appear before completing the merge.

Click **Yes** to proceed.

![patron-merge-final-warning](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-merge-final-warning.png)

## What Happens After the Merge

### Target Record

The selected target record will now include:

- Combined circulation history
- Combined ledger information
- Updated demographic details
- Any additional data such as photo and address from the source record

### Source Record

The original source record will:

- Have circulation and ledger history removed
- Be marked as **Inactive**

You may choose to delete the source record if it is no longer needed.

Merges Cannot Be Undone

Once a patron merge is completed, it cannot be reversed. Be sure you have selected the correct target record before confirming.

Best Practice

After completing a merge, review the updated patron record to ensure all data appears as expected and to re add any family connections (**as these do not carry over**) before deleting the source record.