Move Form and Data Table to new account

  • TEP_HR
    Asked on November 3, 2021 at 11:13 AM

    Hi,


    I am trying to move the HIPAA form and data from info@tepcharter.org account


    Form + Data for: "The Equity Project Charter School - Covid-19 Vaccination Status" 169 submissions, and should be a favorited form


    Into HR@tepcharter.org account!


    Best,

    Yami

  • Rosa_C
    Replied on November 3, 2021 at 1:50 PM

    Hi Yami,

    Thanks for reaching out to us!

    Due to HIPAA compliance, forms in the HIPAA-enabled account can not be transferred to another account. This is only possible when HIPAA is disabled, which is not recommended as it involves data decryption and that is a complicated process.

    However, you can clone the form into your HIPAA-enabled account following the guide below.

    How-to-clone-an-existing-form-from-a-url

    After cloning, you can export exiting submissions from the original form to the cloned one following the guide below.

    Import-app-easily-import-your-excel-or-csv-data-into-jotform

    If you still want to transfer your forms, the only option available to solve this problem is to disable HIPAA in your account. Once HIPAA is disabled in your account, we will transfer the forms to another account. After the forms are transferred, you can then upgrade your account again to HIPAA compliance. You can disable HIPAA from your account data page: https://www.jotform.com/myaccount/data

    Hope this helps.

    Do get back to us if you have any questions.

    Should you have any further inquiries, we will be more than happy to help.

  • TEP_HR
    Replied on November 3, 2021 at 2:34 PM

    Hi Rosa,

    I have tried to make a copy of the form using the exisiting url and it is giving me a difficult time doing so. A "you are unauthorized to do so" message keeps comes up, the form is also a HIPAA form, could this be the reason why? Is there another way to duplicate this form to the new hr@tepcharter.org account?


  • Basil JotForm Support
    Replied on November 3, 2021 at 3:12 PM

    Hi,

    It is not possible to clone it directly either, but we can create our clone and you can copy our clone.

    Please attempt to clone the form below:

    https://form.jotform.com/213065697441964

    Please let us know if you require any further assistance.

  • TEP_HR
    Replied on November 5, 2021 at 3:30 PM

    Hi,

    When I go in to try and import data i get this pop up through the app


    1636140605 6185863d85c32  Screenshot 10

  • Basil JotForm Support
    Replied on November 5, 2021 at 4:05 PM

    Hi,

    Can you please attempt importing the data from your tables page by following the steps below?

    1636142597 61858e05bacbb chrome 4nmBX0VW Screenshot 10

    1636142605 61858e0d0b3a5 chrome mIFg4lsG Screenshot 21

    1636142579 61858df345aed chrome V94s0TIG Screenshot 32

    Please let us know if you require any further assistance.