Advice on converting a constituent into a non-constituent record

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Michelle Lacey 2
Michelle Lacey 2 ✭
Second Anniversary Facilitator 1 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion

I'm in the process of cleaning up our database and have found several (about 1,800) records that are full constituents but should be non-constituent relationship records. I’ve come across articles/discussions for converting a non-constituent record to a constituent record but not the reverse. If anyone has a best practice for this, I would appreciate you sharing it. Thanks.

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  • Christine Robertson 4
    Christine Robertson 4 ✭
    Facilitator 3 Name Dropper Photogenic First Anniversary

    @Michelle Lacey Unfortunately, there isn't an easy way to do that. The best way that I'm aware of would involve exporting the data out of RE, importing in non-constituent relationships and then deleting the constituent records. Obviously, if you do that, you will want to be extremely careful since you don't want to delete any important data!

  • Michelle Lacey 2
    Michelle Lacey 2 ✭
    Second Anniversary Facilitator 1 Name Dropper Photogenic

    @Christine Robertson, thank you. That's what I was afraid was going to have to happen. I'll make sure to carve out some undisturbed time to make sure it's done carefully. ??

  • Christine Robertson 4
    Christine Robertson 4 ✭
    Facilitator 3 Name Dropper Photogenic First Anniversary

    @Michelle Lacey Good luck! I think finding undisturbed time will definitely be key (and sometimes is quite the challenge!).

  • Kylee Hamilton
    Kylee Hamilton ✭
    Fifth Anniversary Facilitator 1 Name Dropper Photogenic

    @Michelle Lacey:

    I'm in the process of cleaning up our database and have found several (about 1,800) records that are full constituents but should be non-constituent relationship records. I’ve come across articles/discussions for converting a non-constituent record to a constituent record but not the reverse. If anyone has a best practice for this, I would appreciate you sharing it. Thanks.

    Hi Michelle,

    If you use the ImportOmatic Module, you have the ability to demote constituents to non-constituents. You can pull your records into list management via a query and demote from your list.

  • Stu Manewith
    Stu Manewith ✭
    Ninth Anniversary Facilitator 1 Name Dropper Photogenic

    @Kylee Hamilton – thanks a million for the shout-out!

    @Michelle Lacey – we'd love to talk with you about our List Management functionality, with which you can both ‘demote’ and ‘promote’ constituents to/from non-constituents, in bulk or one-by-one. Please contact us, at your convenience, at info@omaticsoftware.com.

  • Michelle Lacey 2
    Michelle Lacey 2 ✭
    Second Anniversary Facilitator 1 Name Dropper Photogenic

    @Kylee Hamilton, thank you so much for this tip! We do use ImportOmatic; I will reach out to them for assistance on the process. Thanks again!

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