convert user to contact

[Alexis Osborne]

We have a need to convert an existing User record to a Contact.    

We wrote a script that would identify these User records as they are created and it updates the class on the sys_user = 'customer_contact'.    

While the update works, the corresponding customer_contact row is not created.  This leaves the user row in a bad state.   You can no longer view the record in the gui - it returns record not found due to the missing customer_contact row.

I've tried writing a script to insert the customer_contact row with the same sys_id as the sys_user record.  This fails with a primary key violation.   Not surprising as it should be trying to also insert a sys_user record with the creation of the customer_contact row.   Where it already exists, that creates the primary key violation.

We are not able to change how these users are created initially - they are being automatically created by SN when an email is received.   I know, not good.  But we are stuck with this.  Too much built upon it to untangle.

Anyway.. I've figured out a lot of ways that won't fix this.   I need your help.  How can we convert the existing User records to Contacts so that the customer_contact row is created for them?

Thanks in advance...

[IbrahimVali]

Hi there,

Here is the simple way,

Step 1: Go to users list

step 2: Personalize list [edit gear icon] and add 'Class' field to the list and save

step 3: Edit Class value from 'User' to 'Contact' [as shown below]

step 4: It is converted as contact, now you can navigate to contacts and find this contact in the list.

NOTE: 1. We can also change a 'Contact' as 'User' by following the above steps.

2. A contact will store in Contact table and User table as well, since it is extended from User table.

- If my answer helps you, please mark it as "Correct Answer"

Regards,

Ibrahim