The process of moving or duplicating a project from one account to another can only be carried out by our technical support team. This requires careful attention to make sure everything is transferred smoothly.
This article provides an explanation of the necessary steps and precautions for moving or duplicating a project. Please make sure to complete the following steps before contacting our Support team.
What you need to do
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Get written approval: You’ll need written approval (via email) from the 'owner' of each company involved. This approval is important because the project is their intellectual property.
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Account details: Confirm that the account, where the project is moving to, has the correct access and all necessary details set up.
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Update your subscription plan: Make sure that the account receiving the project has an updated subscription plan that can handle the new project.
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Add the necessary connections: Ensure that all connections used by the project (such as Import and API connections) are set up in the account where the project will be moved.
Important things to know
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Temporary deactivation of order connections: When a project is moved or duplicated, our Support team will temporarily deactivate any active order connections during the transfer.
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Inactive duplicated projects: If a project is duplicated, the new version will be inactive when placed in the receiving account.
By following these steps, you can make sure everything is in order before contacting our Support team. Once you’re ready, reach out, and we’ll assist you with the transfer.