How to Transfer Your Forms and Data to Another Account

Transferring forms and data to another account in Jotform is a straightforward process that ensures seamless collaboration or ownership changes. You can move your forms and associated submission data to a different account with just a few steps. This feature is handy for team transitions, account consolidations, or delegating responsibilities while keeping all information intact.

Before moving with the transfer, ensure you meet the following conditions:

• You must have the correct email address of the new owner.
• The form(s) you will transfer are not connected to Jotform products, such as Jotform Apps, Jotform Store Builder, and Jotform Workflows. If connected, you should remove the connections. 
• If you’re a HIPAA user, HIPAA-enabled accounts are not allowed to transfer their forms.
• If the target or source account is Enterprise, you should contact to Enterprise Support.

In addition to above, to be able to successfully transfer form(s), form(s) should not have any connection to the other products. The list below shows the complete list a form should not have for a successful transfer to another account:

• Form should not have connection to an AI Agent.
• Form should not have a Workflow, or it should not be in an Assign Form element in other Workflow.
• Form should not be included in an Jotform App.
• In the form’s Tables, there should not be any connection to other forms via Tab or Send Form Action Button, and form should not be included in any other forms’ Tables as Tab and/or Action Button.
• The form’s Tables should not be included in any Sentbox and/or Report element in a Jotform App.
• The form’s Boards should not have a connection to any other form, AI Agent, Workflow, and/or E-sign.

Processing the Form Transfer

To transfer forms:

1. Go to the Data page of your account.
2. Start the transfer process by clicking the Transfer Forms button at the bottom part of the page.

3. Enter the verification code sent to the registered email address of your account.

4. Search and select the forms you wish to transfer.
5. Click the Transfer Forms button.

At this moment, the new owner will have to accept the transfer request. You will see all Pending Transfers in the same section of your account. 

Accepting Form Transfer Request

To accept a form transfer:

1. Go to the Account – Data page and click the View Details button under the Pending Transfers.

Alternatively, click the View Transfer Request button on the email sent to you upon the transfer request of the form owner.

2. Enter the verification code sent to your registered email address to view the details.

3. Here, you’ll see the forms to transfer. Review the list and click the Accept button to proceed.

4. Finally, click the Accept button to accept the transfer.

5. You will get a confirmation on-screen and in the email that the transfer is complete. It will also clear the Pending Transfers in your and the owner’s accounts.