Merging Student Accounts

When you look down your student list, are you seeing multiple records for the same person?  This can happen for a few different reasons, the most common of which is a student accidentally registering with different email addresses, thereby creating duplicate account for themselves. With CourseStorm, there's a super simple way to clean up this duplication and keep all of the student's info in one record using our Student Merge tool.

How does it work?

To use the tool, all you need to do is identify one of the records you'd like to merge.  (It doesn't matter which one you start with.)  From their student record, click Actions at the top right of the screen.  Next, click Merge Records.




Here, you'll see a summary of the student's info along with instructions to search for the record you'd like to merge with.  All you need to do is search for the other record and select it from the results.


Next, you'll select which record you'd like to keep around (usually this is the one with the more up-to-date email address).  Click Keep next to that record.  As you do, you'll get a preview of how the data will shake out after the merge with kept data highlighted in green.


Finally, click Merge Student Accounts at the bottom of the screen and we'll combine the accounts into a single record containing the chosen address, phone, email, registrations, waiting list entries, custom form answers, and more!