Transferring Projects in Hubstaff
If you need to merge all of your projects into one organization, you can do that 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 organizations.
Here’s some documentation on how the transferring/moving projects process works.
Integrations connected to the project must be removed prior to the transfer.
Projects must not belong to clients.
Projects must not have assigned Teams.
Transfers can only be done when the source and destination organizations are under the same Hubstaff account.
Click Projects on the sidebar 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.
Then, next to the organization name, click Actions, then Archive.
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. What could be the problem?
Please confirm that you are the owner of the destination organization and both the source and destination organizations are on paid plans. Also, make sure to remove a client and/or a Team if they are assigned to the project you want to move. This is required to transfer projects.
What is the advantage of consolidating 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.