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Author Topic: Convert multiple Organizations to Individuals  (Read 1596 times)

pdemmers

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Convert multiple Organizations to Individuals
October 16, 2011, 07:47:13 pm
Hi,

I am having an issue where I have set up a CiviCRM instance with contacts for Individuals and Organizations. This has resulted in a problem whereby you cannot create a Drupal Login for an Organization and I want to be able to do this so that Orgs can easily log in and update & pay for their membership.

So as I see it the only option is to convert all Orgs -> Individuals (correct me if I am wrong - I am new to CiviCRM!).

I have seen the post http://forum.civicrm.org/index.php/topic,2159.0.html which is slightly old now so wanted to confirm if it is ok to do:

Code: [Select]
UPDATE `civicrm_contact` SET `contact_type` = "Individual" WHERE <select statement to get all relevant Orgs>
without any un-intentional side effects? This would only be for Orgs that have no relationships (i.e. Employees etc.).

The only reason why I would like to do this rather than delete and re-create them is to keep their contribution history etc.

Cheers,

Piet

petednz

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Re: Convert multiple Organizations to Individuals
October 16, 2011, 08:11:09 pm
Other option is to create an Individual related to each of the Orgs eg 'contact person' - just on the principle that an Organisation is never going to login, it will always be a person. And that you might want to have different fields to collect info for Individuals compared to ORgs.
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pdemmers

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Re: Convert multiple Organizations to Individuals
October 16, 2011, 09:43:20 pm
Thanks Peter. I had initially thought of associating a contact to an organisation but the renewal process becomes [slightly] more complicated in that the person would need to contribute of the behalf of an org which could cause confusion - I am trying to make it as simple as possible  :)

I take it that it is fine to just do the update as mentioned with no negative effects though? I couldn't see why not but just wanted to check.

Dave Greenberg

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Re: Convert multiple Organizations to Individuals
October 17, 2011, 09:28:53 am
Do you have custom data sets with 'Used for'= 'Organizations'? If organization custom data has been populated for these contacts  - you'll need to do some other SQL updating to clean things up.
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pdemmers

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Re: Convert multiple Organizations to Individuals
October 17, 2011, 01:59:31 pm
Thanks for the reply Dave - I don't have any custom fields for Orgs just for Contacts in general so should not be a problem.

xavier

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Re: Convert multiple Organizations to Individuals
October 18, 2011, 01:54:09 am
Hi, I'd modify as well the subtype (create a 'kind of org' Individual sub type) to be able to make the difference between real individuals and org individuals.

Another issue you will have is that the name of the organisation is stored into the organization_name field, but for individuals it's in first middle and lastname.

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  • CiviCRM Community Forums (archive) »
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