I have about 200 household accounts, in NGO Connect, that were set up as families (i.e. 2 parents and 1 child). Due to a change in how we're handling the accounts of young adults, I need to now separate the child contact record from the original household account and put them in their own household account.
I'm wondering if anyone has any tips on an automated way to create an account from a contact in NGOC, and have that account inherit the contact's address when it's created. I think I can do this with a Flow, but before I went down that path, I thought I'd see if there were something simpler. I'm not opposed to even having a manual process given that some of the records will need to be reviewed anyway. I see that Contacts can be cloned, but it appears that Accounts cannot.
@NGO Connect App @System Administrators
In general I use Dataloader. Its a free tool that allows you to change data in bulk. If you simply want to add the accounts then you can pull the report of the child contacts and create new household accounts.
Then you could use a workflow to merge the contacts with the new accounts. You can pull the report of the new contacts and associate the preferred contacts with the "child contacts."
One helpful thing with dataloader when you successfully change the data you are able to pull a report with the successes and it provides the list of new accounts added with their new account IDs, then you don't have to pull an additional report when repairing the contacts with new accounts.
