So far we have everyone in our database as people. In face some would be better classed as organisations, is there a way to quickly move these records across? AND / ALSO is it possible to create organisations from a list you already have in nationbuilder ie using the employer field in existing peoples records?
Hi Robert!
While you can't switch people to organizations via our Batch Update tool you can import to override them. I recommend you take a snapshot before moving forward.
You can add all the profiles you need to switch from People to Organizations to a list. Export this list and add a new column for Signup Type and assign a 1 for each profile you'd like to be an Organization. Then you can import the file and check the box to "Overwrite existing data" when you import.
You may also find the two sets of help documentation useful Prepare for your first import, Fields that can be imported and how to back up your nation.
If you need any assistance please email us at [email protected]
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