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The merge tool identifies duplicates based on the following criteria:
Guardians
Both accounts are associated with the same user in PowerSchool.
One or both accounts are not linked to PowerSchool, and either:
HaveGuardians who have matching emails.
- Have
Guardians who matching first and last names.
Students
Students who share the same first name, last name, and date of birth.
Students with matching PowerSchool IDs.
Students with identical ASNs.
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Open the user’s profile.
Click the “Actions” dropdown at the top left corner of the user's profile.
Choose “Merge Duplicate Accounts”.
If the tool finds any duplicates, they will be listed in the window.
Select the account you wish to merge by clicking on their corresponding row.
Acknowledge the irreversible nature of this action by clicking the checkbox.
Click “Merge” to complete the process.
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Actions
Next to each user, there is an “Actions” dropdown menu. Clicking this menu provides the following options:
Option | Description | Limitations |
|---|---|---|
SchoolEngage Profile | Opens the user’s SchoolEngage profile in a new tab. | N/A |
PowerSchool Profile | Opens the user’s PowerSchool profile in a new tab. | Only appears for students who are connected to PowerSchool. |
Unlink User | Removes the PowerSchool connection for the user. | Only appears if the user is connected to PowerSchool and is at least 5 days out of sync with the current user. |
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Troubleshooting Merge Errors
Error Message | Meaning |
|---|---|
Cannot merge this account because it is a duplicate in PowerSchool. | The system is preventing you from merging with this account. The issue needs to be resolved in PowerSchool and synced to SchoolEngage. If there is no duplicate in PowerSchool, simply unlink the user under the “Actions” dropdown to proceed with the merge. |
Failed to merge accounts: Duplicate accounts in PowerSchool found. | The merge process was halted because both accounts are active and do not represent the same individual in PowerSchool. To move forward, the duplicate account needs to be removed in PowerSchool, and the changes should be synchronized during SchoolEngage’s nightly sync, or the parent can be manually unlinked. |
Failed to remove duplicate account: Not all data was transferred. | This indicates a partial data transfer. Check the duplicate account for any remaining data, such as applications and parent information, and reach out for support by submitting a support ticket. |
Failed to merge user: Failed to save changes to database. | There was a problem saving the updated information in the database. For assistance, please submit a support ticket. |
Partial merge has occurred: Unable to remove empty user from database. | The system encountered an issue removing the duplicate user from the database. For help, submit a support ticket. |
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