Can we combine accounts or transfer forms to the other account?

  • Profile Image
    metrowestymca
    Asked on February 10, 2016 at 11:40 AM

    Hello there, 

    We have this paid account for the MetroWest YMCA.

    I started a non-paid account with the login of clister@metrowestymca.org

    is there anyway I can combine the two ?   OR copy and paste the forms from the clister account to this account- MetroWest YMCA?

    let me know if this is possible or if I have to recreate the forms in our paid account

    thanks

    carolyn

  • Profile Image
    Ben
    Answered on February 10, 2016 at 01:07 PM

    While we can not merge two accounts, we can help you with the transfer of the forms (and their submissions) into another account.

    You can also do this yourself by making the account that has the forms as a sub account of the paid account (to which the forms would be transferred) and then simply move them over to their folder(s).

    You can see more about this here: How to Transfer or Share Forms and Data with Another Account

    If you decide to share the forms and make the transfer yourself, you can also check out this guide:

    How to Share Forms with a Sub-Account User

    - It is only important to make a request of forms transfer from within the account that holds the forms, for us to be able to assist with the same.