Akubo Tip: How to Merge Contacts

Merging duplicate contacts can be a time-consuming task as you transfer all the update information from one contact to another and delete the duplicate contact.

For this article, we will help you how to merge contacts.

On the main page of Akubo, click the menu icon on the Contacts tile. Then click Helpful Lists, go to Find Duplicates > by Name.



You will see the list of duplicate contacts. If all the information are the same and you don’t have to merge, you can select the contact and click Delete. But if you have to merge contacts, you’ll have to export the contacts, merge them in Excel, and import it back to Akubo. Here are the steps on how to do it:

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5 Fundraising ideas for nonprofits


1. Host a walkathon

Even if your organization does not focus on healthcare, you can never go wrong with promoting a healthy, active lifestyle. For added fun, make it a themed walkathon: let participants do the race in costumes, or have them bring their pets. If hosting the walkathon is too expensive, you can opt to sell merchandise like shirts or put up a snack kiosk at the event instead.

2. Do an art auction

Auctions are a great way to raise funds for a cause, promote budding artists, and find great pieces of artwork. You can organize auctions for paintings, sculptures, decorative art pieces, and other handicrafts.

3. Partner with a restaurant

Organize a joint fundraiser to bring more customers for the restaurant and to earn a percentage of the profits for your organization. It can be a cafe, a hotel, a pastry shop, or preferably a family restaurant — since this fundraiser works best if you have a wide network of contacts: your extended family, your officemates, church group members, or classmates.

4. Cut/Shave for a cause

Hair donation may not seem very common in the Philippines, but it is not unheard of. Participants can pledge to shave their heads or beards, or even just cut off several inches of their hair in a ponytail, to raise funds or awareness for an organization.

5. Create and sell

A straightforward fundraiser—many young adults in particular would love to buy customized crafts like journals, bottlecap keychains, handmade soap, desk calendars, water bottles, and even tie-dye shirts!

Akubo Tip: Import & Update Import Contacts

Adding numerous contacts into a database is a difficult task as well as cleaning your database. A lot of time should be dedicated just for that task. In Akubo, you can import your contacts from an Excel or CSV file as well as doing an update import. Below is a sample format of the Excel file.


1. On the main page of Akubo, click Others, then Import & Export.

2. On the Import dropdown, select CONTACTS from Excel or CSV file.

3. Click Choose File to find the file from your computer that you want to import. Click Upload.


4. Next is matching the columns of the spreadsheet with columns in the database. The matched columns will be in green.


If your file contains duplicate names, you can check on the setting that will not allow duplicates to be imported. You have the option to check for duplicates by: Name/Organization, Email, Both Name and Email, or Custom Field.


You can use the setting Assign Country to set a country value only if there are no other value in the Country column in the spreadsheet or if all the contacts are from the same country.


If you want to add the new contacts to a specific group, you can use the setting GROUP: Add all imported entries to the group. From the drop-down menu, you can select an existing group or create a new one.


5. Click Import.


If you’re cleaning your database, you can do an update import by exporting the contacts and after updating them in MS Excel, import it back to Akubo.

1. Export the contacts first. On the main page of Akubo, click Others, then Import & Export.

2. On the Export dropdown menu, select CONTACTS to CSV.


3. Select the contacts you want to export. You can select all contacts, by group or by individual contacts.

4. Next, select the fields you want to include in the exported file.


Note: Don’t forget to check Contact ID. The Contact ID will help Akubo identify each contact when you do an update/import.

5. Click Create CSV File (MS Excel), then Export.

6. After editing the contacts in MS Excel, import it back to Akubo. On the Import & Export page, click on the link UPDATE CONTACTS using Excel or CSV file under the Import dropdown menu.

7. Click Choose File, and the select the file you wish to import. Then click Upload.

8. Next step is matching the columns of the spreadsheet with the columns in the database. Matched columns will be in green.


9. When merging/updating contacts, you can merge by the following options: Name/Organization, Email Address, Contact ID, Both Name and Email Address or by Custom Field.



Note: When choosing the column to check for merging, it must have a unique value. Example is if you select email address then there should be no contact in the database that has the same email address listed on the spreadsheet. If there are duplicates, Akubo will not import the contact until the duplicate is removed. It is suggested that you use Contact ID since it is unique to each contact.

10. Click Import.

Akubo Tip: Tracking your donors

You may have some donors in your database who haven’t donated since 2014, for example, or some who haven’t donated at all. Now is a good time to get in touch with them through a mailer.

In Akubo, you can view a list called Lapsed Donors: it’s a list of donors who have donated before, or have not given since, 2014. For this tutorial, we will get the list of donors who haven’t donated since 2014 and even those who have never donated to your organization yet.

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Akubo Tip: Creating an email subscription form

One way to gain recipients for your newsletters is to have an email subscription form on your website. With Akubo, you can create a subscription form, and the sign-ups will be automatically saved to your Akubo database.

Here is the code that you can put in a text widget on your website (this code will also work for websites that don’t use WordPress).

<form action=”″ method=”POST” onsubmit=”if (email.value == ”) return false; alert(‘Thank you for signing-up for our email newsletters.‘)”>

<input type=”text” name=”first” placeholder=”Enter First Name”>

<input type=”text” name=”last” placeholder=”Enter Last Name”>

<input type=”email” name=”email” placeholder=” Enter Email Address” style=”font-size: 11px; background-color: #E6DFD5; width: 120px” />

<input style=”background-color: #ECCC67; color: #FFFFFF” type=”submit” value=”Sign Up“/>

<input name=”oid” type=”hidden” value=”enter your OID here” />

<input name=”url_success” type=”hidden” value=”website address to go for success sign-up” />

<input name=”group” type=”hidden” value=”Website Email Sign-up” />


It checks if there is a value on the email field, and after subscribing, a confirmation window will pop up. You can customize the style and text on the confirmation window.

For the above sample, the confirmation text is Thank you for signing-up for our email newsletters, while the text for the submit buttons is simply Sign-up.

It is also necessary to include the OID in the code. An OID identifies your Akubo account and is displayed in the Auto-Forms section in the Settings page.

First, you have to enable Auto-Forms.


Copy your OID value, then find the OID line in the previous code and place it.

<input name=”oid” type=”hidden” value=”enter your OID here” />

The url_success tag will have the URL of the page that will appear if the submission is successful.

<input name=”url_success” type=”hidden” value=”website address to go for success sign-up” />

The data gathered by this form will be stored in your Akubo database.

Best of luck!

Last week we bid farewell to two long-time employees. We’re very happy to have worked with Myla, our operations manager, and Patrick, one of our software engineers, over the past 3 years!

One of Akubo’s first employees, Myla has always been full of energy and makes everyone, including our student interns and remote co-workers, feel welcome to the team. Patrick is less sentimental, yet he leaves his mark with his tongue-in-cheek humor. We wish both of them the best of luck as they move on to their next chapters in their careers.



Bug Tracking


by Carlos Resurreccion, System Administrator

The only thing that is constant is change they say. So software systems likewise will require change over time due to changes in user needs, change in technology, or just because it’s not working right (i.e. buggy), among other things.

The changes to the software need to be recorded or tracked in order to know who did what on which part of the system and how it was done. These recorded information can then be used to coordinate work among developers to avoid overlapping of work assignments, identification of finished and unfinished tasks, and provide a ready-reference for future tasks of similar nature, etc. But even a one-man team can benefit from recording such information to better organize the development effort, especially when the system being developed has a level of complexity.

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