Hello!
I maybe missing something so please bear with me! We would like to stop using households (no idea why we were using them in the first place as it just causes issues for us) and converting these to individuals with associations to show relationship. I know that this process can be done manually via Household Operations but does anyone know of a way to do this in bulk? Or any other advice on this topic!
Thanks
Hi Sky,
I have looked into this before as we have a bunch of households that should be individuals (though we would not want to stop using households). And while I don't see an easy way to do it in the application or SSMS there is an API call for the conversion that could be utilized with some fancy tech that I have not figured out. I am also curious if anyone has found a solution for something like this!
It is possible to do this via SQL, but I would put in a Tessitura ticket to make sure everything is covered. (Working through it in test also...)
Thanks both. Our SQL expert wasn't so sure about running a script for this but will talk to our extended services person about it tomorrow and see what they say. I shall let you know if I ma able to find a solution!
If your SQL person has access to profiler, they could run a trace of the procedure called in conversion, and then just run a cursor against your accounts that calls that procedure so that you just use the default Tessitura method for converting accounts.
I have never tried it for household conversion, but I have done similar things like that for massive updates in the past (e.g. when we went away from Prefixes as an organization and I had to mass recreate the salutations for all of our patrons).
This was the route I took but that was how I found the API call rather than a SQL procedure - but that call must end at a procedure. Never got that far on it.