Products · Blackbaud CRM

Individualization

Turn organizations into individuals, and individuals into organizations, with a single click. Individualization solves the #1 Blackbaud Idea Bank suggestion with a simple, powerful solution.

Purchase Individualization

$1,199

Read the documentation

One-time purchase, no subscriptions, and a 30-day money-back guarantee. Your download link and license key arrive by email right after checkout. Need a quote, an invoice, or to pay against a purchase order? Email sales@nonprofit-complete.com.

Screenshots · click to enlarge

An organization constituent record in Blackbaud CRM, with the task to convert it into an individual.
Organization to individual Bad conversion data? Incorrect data entry? Just click a button and change an organization into an individual.
An individual constituent record in Blackbaud CRM, with the task to convert it into an organization.
Individual to organization Whether it’s invalid data or a person incorporating as a business, changing a constituent to an organization is instant.
The Individualization global change, which converts a whole selection of constituents at once.
Bulk changes Transform every badly coded record at once with a global change.
The Individualization configuration page, listing constituency rules to apply when converting constituents.
Constituency rules Give converted organizations and individuals the right constituencies automatically, without manual intervention.

Organizations into individuals

Bad conversion data? Incorrect data entry? No problem. Open the organization, click Convert to individual, and it’s done. You don’t need to fear data loss: any organization-specific data is safely preserved.

Individuals into organizations

Whether it’s invalid data, a person incorporating as a business, or some other scenario, changing a constituent to an organization is an easy, instant process. And because the original organization data is kept, a former organization can be changed back without losing anything.

Bulk changes

Have lots of badly coded records left over in your CRM system? Two global changes convert a whole selection at once, in either direction.

Constituency rules

Automatically give converted constituents the right constituencies. End-date one, create another, or replace one with a different constituency, for one-off conversions and bulk changes alike.

Requirements

Blackbaud CRM, self-hosted or hosted by Blackbaud. Installation is a folder copy (or a zip upload) and a package load; the documentation walks through it.

Licensing

A single $1,199 purchase. Your license key arrives by email with your download link.

Help when you need it

Start with the Individualization documentation, or visit our support page to get in touch.

Fix constituent types for good.

One click for a single record, one global change for thousands, and no data left behind.

Purchase Individualization — $1,199