Transferring Projects in Hubstaff
If you need to merge all of your projects to one organization you can by following our 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 orgs. Here’s some documentation on how to the transferring/moving projects process works.
This feature only works when both the source and destination organizations are on paid plans.
Integrations connected to the project must be removed prior to the transfer.
Transfers can only be done when the source and destination organizations are under the same Hubstaff account.
Click Projects on the left menu, then find the Actions drop down menu. Finally, click on the option Transfer.
Select the destination organization from the dropdown menu and then click Save.
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 on the top right hand corner of your screen.
Will the members of the project I am transferring be moved to the destination organization?
Yes, all members from the project and their data will be transferred as well as their permissions.
I’m not allowed to move the projects that I want to move. What could be the problem?
Please confirm that you are the owner of the destination organization. This is required to transfer projects.
What is the advantage of consolidating the organizations?
Each organization requires a subscription plan. If you have 3 organizations, you’ll be asked to select a subscription plan for each. Therefore it will be better to have one singular organization if that’s the way your businesses are structured.