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Which Account Model Am I Using?
This article explains how to identify your Account Model, and which fields to analyze when troubleshooting Household Account record issues.
- Identify Your Account Model
Open NPSP Settings to learn what account model you're using. - Troubleshoot Account Model Fields
When you change the account model in NPSP Settings, you determine the Account Model for new Accounts going forward. Existing Accounts created using a different Account Model aren't automatically updated. If your org updated the Account Model but did not convert the existing Accounts, troubleshoot and update the Account Record Type, _SYSTEM:AccountType, and _SYSTEM:IsIndividual fields on individual Account records
Identify Your Account Model
Open NPSP Settings to learn what account model you're using.
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Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher (
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In NPSP Settings, click . Your Account Model is shown in the Account Model field.
Troubleshoot Account Model Fields
When you change the account model in NPSP Settings, you determine the Account Model for new Accounts going forward. Existing Accounts created using a different Account Model aren't automatically updated. If your org updated the Account Model but did not convert the existing Accounts, troubleshoot and update the Account Record Type, _SYSTEM:AccountType, and _SYSTEM:IsIndividual fields on individual Account records
Account Record Type
If your Account Model is set to Household Account, the Household Account Record Type tells NPSP which record type to use when automatically creating Household Accounts:
In this example, when you're troubleshooting any Household Account, you should see "Household Account" listed as the record type. If you see a different record type, update the record type accordingly.
_SYSTEM:AccountType
_SYSTEM:AccountType should match your organization's Account model:
If the value of the _SYSTEM:AccountType field doesn't match the Account Model for your organization, update the field accordingly.
| For this Account Model: | _SYSTEM:AccountType should be: |
|---|---|
| Household Account Model | Household Account |
| One-to-One Individual Model | One-to-One Individual |
| Individual Bucket Model | Individual Bucket |
_SYSTEM: IsIndividual
This field should be selected on all Household Account records, regardless of your Account model. If you have a Household Account where this field is not selected, edit the record to select the field.
