Transfer Forms (with data) to Another Account?

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    weborigination
    Asked on January 09, 2012 at 06:03 PM

    Hello.  I have a client who is going to be purchasing their own JotForm account and they will be needing to transfer their existing forms to this new account.  I know there is the clone form option, but is there a way to transfer their existing forms - with all the data / already filled-out forms - to this new account?  Or, do you offer a service to transfer forms from one account to another?

    Thank you.

  • Profile Image
    fxr
    Answered on January 09, 2012 at 06:40 PM

    We are able to transfer form and submission data over to a different account. 

    Just provide us with the form IDs and new account name and we will do that for you. 

  • Profile Image
    weborigination
    Answered on February 08, 2012 at 01:21 PM

    Here are the form names of the forms (from my account) which need to be transferred (along with all of their submitted content) to the new JotForm account...

    * Patient Registration Form
    * Pre-assessment Questionnaire
    * Symptom Checklist
    * CommonwealthCounseling.com -- Ask Cindy
    * CommonwealthCounseling.com -- Consent for Release Form
    * CommonwealthCounseling.com -- Contact Us
    * CommonwealthCounseling.com -- Request Appointment Form

    And, my client's new account name is "commonwealthcounseling"

    Do you need anything other than this information?

    Thank you.

  • Profile Image
    fxr
    Answered on February 08, 2012 at 03:08 PM

    I have copied those 7 forms and their submission data over to the 'commonwealthcounseling' account. 

     

    I dont know if those forms are still getting as heavily used as they seem to have been previously but I thought I'd just make you aware that the ' 'commonwealthcounseling'  is of 'Free' account so only has 100 submissions per month. Just a FYI. 

  • Profile Image
    weborigination
    Answered on February 08, 2012 at 03:25 PM

    Thank you.  They were planning on purchasing the $9.99 monthly account.  I will remind them they will need to do this.

    Thanks, again!