8 minutes
How to merge your organizations (transfer projects)
Transferring Projects in Hubstaff
If you need to merge all of your projects into one organization, you can do that by following the steps illustrated below.
We’ve made the process of consolidating everything very quick and easy, and we’ve put together this quick guide to help you transition. Basically, what needs to happen is that you need to use the Transfer project tool to consolidate your organizations.
Here’s some documentation on how the transferring/moving projects process works.
- You must be the Owner of both organizations. Organization Managers and other roles can’t transfer projects.
- Both organizations must be active, and the source organization must be on a paid plan. The destination can be on a trial.
- Integrations connected to the project must be removed prior to the transfer.
- Projects must not belong to clients.
- Projects must not have assigned teams.
Step 1
Click Project management > Projects on the sidebar menu.
Then find the Actions drop-down menu. Finally, click the Transfer option.
Step 2
Select the destination organization from the drop-down menu and then click Save.
Optional
After you transfer all of the projects, don’t forget to archive the organization you no longer need so that you won’t keep getting billed for it. To do this, click on the Organizations menu in the top right-hand corner of your screen.
Then, next to the organization name, click Actions, then Archive.
Frequently asked questions
Will the members of the project I am transferring be moved to the destination organization?
Members assigned to the project move with it, along with their project roles and the project’s tracked time and activity data. What happens depends on whether the member already exists in the destination organization:
| State in destination organization | What happens |
|---|---|
| Not a member | Added with the User role and blank pay and bill rates |
| Active member (any role) | Unchanged; their existing data carries over |
| Previously removed | Dropped from the project, with no warning or email |
If you’re merging organizations, you can restore any previously removed members in the destination organization before transferring to avoid them being left out of the project.
Organization-level settings and member profile fields don’t transfer automatically. You’ll need to set these up again for each member in the destination organization:
- Job title, job type, and department
- Pay and bill rates
- Employment details
- Work time limits
- Idle time and tracking restrictions
- PTO and time-off policies and balances
I’m not allowed to transfer projects. What could be the problem?
If you don’t have permission to transfer projects, confirm that you’re the Owner of both the source and destination organizations. Organization Managers and other roles can’t perform transfers. Also make sure the project doesn’t have a client or a team assigned. This is required before you can transfer it.
What is the advantage of consolidating organizations?
Each organization requires its own subscription plan. If you have three organizations, you’ll need to select a plan for each one. If your businesses are structured as a single entity, consolidating into one organization is usually simpler to manage.