---
title: "Converting an Organisation to a Person Contact or Vice Versa"
slug: "converting-an-organisation-to-a-person-contact-or-vice-versa"
updated: 2026-05-02T02:28:44Z
published: 2026-05-02T02:28:44Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Converting an Organisation to a Person Contact or Vice Versa

In infoodle, a contact can be stored as either a **Person** (an individual with a first name and last name) or an **Organisation** (a company, charity, or other entity with an organisation name). If a contact was added incorrectly, or their circumstances have changed, you can convert between the two types directly from their profile page.

Converting a contact preserves all existing data — groups, notes, finance records, and other information — and simply updates the contact type and name fields.

## Before You Begin

- You must have edit permission for the contact you want to convert.
- The Convert to an organisation contact option is only available on a Person contact that does not already have an organisation contact in the same household. Each household can only have one organisation contact.
- The Convert to a person contact option is only available on an Organisation contact.
- Users with directory-only view access cannot convert contacts.

## How to Convert a Person to an Organisation Contact

[Video](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/Convertapersontoanorganisation.mp4)

1. Search for and open the **person's profile** page.
2. Click the **settings cog** (⚙️) alongside the contact's name at the top of the page.
3. Select **Convert** to an organisation contact from the menu.
4. A prompt will appear asking you to enter an Organisation name — this will become the name of the contact and the household name.
5. Enter the organisation name and click **Save**.

The contact will now appear as an Organisation in infoodle.

## Converting an Organisation to a Person Contact

[Video](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/convertanorganisationtoaperson.mp4)

1. Search for and open the **organisation's** profile page.
2. Click the **settings cog** (⚙️) alongside the contact's name at the top of the page.
3. Select **Convert** to a person contact from the menu.
4. A prompt will appear asking you to enter the person's name. Fill in the following fields:

- Title (optional)
- First name (required)
- Middle name (optional)
- Last name (required)
- Suffix (optional — only shown if your site has suffixes enabled)

The contact will now appear as a Person in infoodle.

### Why Can't I See the Convert Option?

If the convert option is not visible in the settings cog menu, one of the following applies:

| Situation | Reason |
| --- | --- |
| You are on a **Person** contact but don't see **Convert to an organisation contact** | The household already contains an organisation contact. Each household can only have one. |
| You are on a **Person** contact but don't see **Convert to an organisation contact** | You don't have edit permission for this contact. |
| You are on an **Organisation** contact but don't see **Convert to a person contact** | You don't have edit permission for this contact |
| Neither option appears | Your role may be restricted to directory-only view access |

Related Articles

[Adding a Person](/v1/docs/adding-a-person) [Adding a Households or Organisation](/v1/docs/adding-a-householdorganisation) [Roles and Permissions](/v1/docs/role-information-details)