After converting an NPSP account model from One-to-One to Household, which manual action is required?

When converting from a One-to-One account model to a Household account model in the NPSP environment, the process involves transitioning data to ensure that it accurately represents the new structure. One of the critical actions required post-conversion is moving Opportunities from the existing One-to-One accounts to the newly created Household accounts.

This step is essential because, in the One-to-One model, Opportunities are tied directly to individual accounts. However, once the accounts transition to a Household model, it's important for the Opportunities to reflect their association with the household as a whole rather than just an individual member. By moving these Opportunities, organizations ensure that their financial data and fundraising efforts are unified under the new Household structure, which aligns better with how many non-profits operate.

This strategic alignment facilitates more effective reporting and analysis of household-level contributions, which is a significant benefit of using the Household account model. Conclusively, this action is crucial for maintaining the integrity and usefulness of the non-profit's data and ensuring that all financial records are accurately connected to the correct account structure.