---
schema_version: "1"
id: f7bec4726466365be17127d448ec8b9578ff907f5ba6e391e1f883487dec3c38
title: Prepare Business Accounts to Be Converted to Person Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_person_ba_to_pa_prereqs.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_person_ba_to_pa_prereqs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7d959e3a5c46ee91bc05e2c8894ae8097967ed67b789916cca0b61d309b13d7f
description: Review the required conditions to convert accounts or contacts to person accounts.
products:
  - Sales Cloud
release: "264"
---
# Prepare Business Accounts to Be Converted to Person Accounts

Review the required conditions to convert accounts or contacts to person accounts.

- Each account must have one contact. It can’t have more than one.
- The account and contact must have the same record owner.
- The account and contact must have the same currency values.
- The Parent Account field on the Account must be blank.
- The Reports To field on the Contact must be blank.
- The Account isn’t set as a Parent Account for any other accounts.
- The Contact isn’t set as a Reports To on any other contacts.
- For portal enabled business accounts, Account.IsCustomerPortal is set to False.