How to move a form to a different account?

  • WarpedMind
    Asked on July 15, 2016 at 3:59 PM

    Hi, I have a form I created on my personal account. Since then, my client wants to put it on his own new account. How can I transfer it over there? I was able to make the client's account to be a sub-user and then I tried to clone the form... but the form didn't remain after I removed the client as a sub-user. How do I get the client account to now be the owner of the form?

  • Kevin Support Team Lead
    Replied on July 15, 2016 at 8:07 PM

    It is not really needed to make an account as sub-user, you can share the link and your client can just clone the form, here is the guide to do it: How-to-clone-an-existing-form-from-a-URL

    But cloning a form will not move the submitted data, it will only copy the form with its conditions, email alerts, but emails will get set as default user's email address as recipient. 

    If form has integrations then they will need to be done again, but we can move the form from your account with all the received data to the target account, we will need to link to the form as well as the username of the target account.

    We will proceed with the transference as soon as we get the required info.