Export the action information from one constituent and import it to the other. For import instructions, refer to BB55212, which also includes information on the required fields (e.g. the fields that will need to be exported).


Convert the individual to an organization record or vice versa then merge. Note: If the record has information that only pertains to one record type, it will be lost if converted to the other record type. For example, if you have birth date information for an individual and convert it to an organization, the birth date is lost because organization records do not have this field.