How do I mass update (move) contacts from one household to another using data loader? - Answers - Salesforce Trailblazer Community
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Cassie DennisCassie Dennis 

How do I mass update (move) contacts from one household to another using data loader?

Hi Folks:

Finishing migrating data over from some legacy systems and when Contacts (and accounts since NPSP) were originally imported, they went into their own Households.  I've now pulled all the Contacts (with Contact ID and Account IDs and existing Household ID) into a report and identified those who live in same household (same address) and chose one of the Household IDs to represent the household unit.  Now I can't figure out how to mass upload this new info (using Data Loader).  Sorry if I'm being a dolt--anyone have a recommendation?  Thanks!

Cassie
Sachin DasSachin Das
Please visit the below web link for details:

https://na1.salesforce.com/help/pdfs/en/salesforce_data_loader.pdf

https://dataloader.io/importing-data-salesforce


OR

How do I transfer accounts to another user in mass through the User Interface?




Description
How do I transfer accounts to another user in mass through the User Interface?




Resolution
Individual accounts can be transferred by the current owner to a new owner. The new owner must be a registered user.

As your organization changes, you may need to transfer ownership of all accounts and related data from one user to another. Your administrator can quickly perform this function from the Setup page using the Transfer Accounts option.

1. Click on:

Setup | Administration Setup | Data Management | Mass Transfer Records | Transfer Accounts.

2. Click the Online Help while on this page if you need help selecting the: Transfer From user, selection criteria, or Transfer To user fields.

This process searches on the current account owner and then re-assigns all of the records to the designated new account owner.

When you transfer ownership of an account, the new user will own:

- Any notes that belong to the existing owner.
- All contacts that belong to the existing owner.
- All opportunities (including optionally closed opportunities) that belong to the existing owner.
- All open activities assigned to the existing owner. Note that completed activities will not be transferred.
- The new owner might need to edit sharing.

Regards
Sachin
Cassie DennisCassie Dennis
Hi Sachin: Thanks for responding.  Actually, I use the data loader ALL the time in migrating data from old systems to new ones, but have never had to move a set of contacts (3700 of them) from their current household to another household (they were loaded as singles and not as families).  I just can't find a way to do it with the data loader.  I've got the data file all prepped--but their doesn't seem to be a way to update the contacts with that new household ID via the loader--and I really don't want to have to manually move 3700 one at a time. Just a reminder--this is the NonProfit Starter Pack version. Ideas?  Thanks for any help! Cassie On Fri 14/03/14 3:41 AM , Salesforce Success Community wrote:Sachin Das replied to your question at 1:41 AM on 3/14/2014. YOUR QUESTION: “Hi Folks: Finishing migrating data over from some legacy systems and when Contacts (and accounts since NPSP) were originally imported, they went into their own Households.  I've now pulled all the Contacts (with Contact ID and Account IDs and existing Household ID) into a report and identified those who live in same household (same address) and chose one of the Household IDs to represent the household unit.  Now I can't figure out how to mass upload this new info (using Data Loader).  Sorry if I'm being a dolt--anyone have a recommendation?  Thanks! Cassie” REPLY: “Please visit the below web link for details: https://na1.salesforce.com/help/pdfs/en/salesforce_data_loader.pdf https://dataloader.io/importing-data-salesforce OR How do I transfer accounts to another user in mass through the User Interface? Description How do I transfer accounts to another user in mass through the User Interface? Resolution Individual accounts can be transferred by the current owner to a new owner. The new owner must be a registered user. As your organization changes, you may need to transfer ownership of all accounts and related data from one user to another. Your administrator can quickly perform this function from the Setup page using the Transfer Accounts option. 1. Click on: Setup | Administration Setup | Data Management | Mass Transfer Records | Transfer Accounts. 2. Click the Online Help while on this page if you need help selecting the: Transfer From user, selection criteria, or Transfer To user fields. This process searches on the current account owner and then re-assigns all of the records to the designated new account owner. When you transfer ownership of an account, the new user will own: - Any notes that belong to the existing owner. - All contacts that belong to the existing owner. - All opportunities (including optionally closed opportunities) that belong to the existing owner. - All open activities assigned to the existing owner. Note that completed activities will not be transferred. - The new owner might need to edit sharing. Regards Sachin” Tip! To respond, either reply to this email or click this link: https://success.salesforce.com/answers?id=90630000000hg6G
Geoff DavenportGeoff Davenport
Hi Cassie - did you ever find a resolution to this?  I'm having a similar issue.  
Cassie DennisCassie Dennis
Hi Geoff,

Yes - I was able to finally address that issue back then. It is now more straightforward now that the Households are actually just an Account Record Type. Which version of NPSP are you using?

All the best,

Cassie
Geoff DavenportGeoff Davenport
Hi Cassie,
We're on 3.74.  The issue I'm having is that we deplyed Salesforce several years ago, using the previous generation of NPSP.  We had a 1:1 account model set up.  Eventually, I manually upgraded to the current generation of the NPSP.

Unfortunately, none of the accounts that existed before the manual upgrade are working correctly.  When I try to edit the account, for example, the NPSP interface shows up, but changes made through that interface do not get saved. 

This affects about 2200 accounts and contacts, so I'm really interested in some sort of bulk fix. 

Any ideas?  :)
Geoff

 
Cassie DennisCassie Dennis
Hi Geoff, Did you export and do a record type update? (Grab the record type I'd from one of the organization accounts and copy and paste into that field in spreadsheet for others) and change the other corresponding/related columns? I did a transition recently for someone and that fixed it for them. Good luck! C