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?
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.
If you need any assistance please email us at firstname.lastname@example.org
Complete and current information on how to use NationBuilder is available in the documentation section.