Move Persona Type using Import or Mass Update

We have a constituent spreadsheet which has a column for Account Number and Persona Type, among others. These constituents currently have only one persona (Personal) and we would like to move them all to be another persona (Institution). We would like to do this in bulk since there are several hundred constituents in the list. It seems that at this time, we can currently change most anything using Import, with the exception of Persona Type. 

  • Guest
  • Feb 23 2017
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