Transition from groups to custom fields

I’m about to do this for our organization as well. The best solution I’ve found, so far, is some combination of a filtered search, download, tweak the csv file, upload. I’ll let you know how that goes. 

It would be nice if NfG allowed for bulk editing custom fields as one of the Bulk Actions.

Hi ​@Kaylen Herndon and ​@Eileen Chalupa ! The easiest way to do this en masse is through a self-import. 

1. First go to Contacts, select all, and choose Bulk Actions > Export
2. Export at least the contact’s name and their Id--this is the internal ID, and it’s the only place it lives! Very useful for doing bulk updates to existing contacts
3. In your exported spreadsheet, add one column for every custom field you want to import. A custom field called Alumni Year would be “Custom Field Alumni Year” in my spreadsheet
4. It’ll be much easier to populate the answers to these questions rather than editing individual contacts over and over and over again.
5. Be sure to set up the custom field(s) in the Settings tab before importing. If there are multiple potential answers, I recommend using the Select option and defining all your possible answers. This helps to standardize naming conventions and ensure it’s effective when pulling data into Filters.
6. Once you’ve finished, go to Settings > Imports, and follow the prompts to do a self-import. With the Id field in your spreadsheet, that acts as the unique identifier to update existing contacts and not create any duplicates

Hope this helps! Please don’t hesitate to come to a weekly office hours session if you want more hands-on assistance: https://community.bonterratech.com/events?tab=upcoming&type=Network%20for%20Good%20Office%20Hours%20