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Data Management keeps your database tidy and trustworthy. It’s where you maintain shared lists, merge duplicate contacts, and connect incoming records—online subscribers, Stripe subscriptions, event buyers—to the right people.

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The tools

Lookup tables

Maintain the shared lists used across Advocora—tags, collections, designations, accounts, and more.

Contact merge

Find and combine duplicate contact records.

Subscriber match

Link form and newsletter signups to contacts.

Gifts match

Connect imported Stripe subscriptions to contacts.

Event match

Reconcile public event buyers who weren’t recognized.

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Why it matters

When money comes in or someone signs up online, Advocora tries to recognize the person automatically. When it can’t be sure, rather than guess, it sets the record aside in one of the match tools for you to confirm—so a gift is never attached to the wrong donor and you never lose track of a new supporter.
Several actions here—especially merging contacts—can’t be undone. Each tool flags the irreversible steps clearly; read the confirmation before you commit.