How to merge duplicate profiles in Omneo, the Winner/Loser pattern.
If you find two or more profiles in Omneo that belong to the same person, merge them into one. Omneo recommends initiating merges from Omneo (rather than external systems) to ensure downstream integrations are handled correctly.
The Winner keeps the earlier of the two profiles’ joined_at values. A merge never moves the join date later or clears it, since it drives tenure calculations and JoinDate and JoinAnniversary Reactions. See core fields for the same rule that applies on profile updates.
Merging is irreversible. The Loser profile is deleted. If a profile is actively being used by a customer for legitimate purposes, do not merge it unless explicitly requested by the customer.
Check that:
Both profiles clearly belong to the same person
You have identified the correct Winner (the one with the valid email)
External systems are aware of the merge if they store profile IDs
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