How do you migrate form data from one account into another?

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    zchan
    Asked on May 12, 2015 at 11:11 AM

    Hi, we are looking to migrate some forms from other smaller accounts into a group account to make things easier. What is the easiest way to do this and are there any downsides to doing this that we should be made aware of?

    Thanks in advance,

    Zoe

  • Profile Image
    Carina
    Answered on May 12, 2015 at 12:47 PM

    Hello Zoe

    If you wish we can move the forms for you. For security reason the request should be made from the accounts that have the forms, telling us to which account you want them to be moved and which forms. 

    I'm not sure if it's a downside but after moving the forms that "group account" will own the forms and will decide if they are active or not, delete submissions, among other things. 

    If this "group account" belongs to the same institution it should not be a problem. 

    Another option might be to clone the forms into that group account and then using the Import App to import the submissions:

    http://apps.jotform.com/app/import_data 

    But in this case, if the original form is added to a website you'll need to replace it with the clone.

    Let us know if we can assist you further.   

  • Profile Image
    zchan
    Answered on May 18, 2015 at 04:32 AM

    Hi Carina, 

    Thank you, this will be very helpful. We may indeed need to do this. Before we go down this route though, I have a question. If Jotform migrates the forms over to the group account, will the integrations to Google need to be re-linked? Also, would it be possible to test the migration with 1 form first before going ahead?

  • Profile Image
    Welvin
    Answered on May 18, 2015 at 08:11 AM

    There's no need to re-integrate as the integration in the form(s) will be kept :). 

    Sure, why not. Just please let us know the form URL and the other account where the form will be moved to.

    Thanks