How to transfer forms from an account to another

At request, we can transfer forms from a 123 Form Builder account to another.

Important notes!

• It’s not possible to transfer forms that were made under a paid account to another free account. Form transfers between a paid subscription to a free subscription are not available.
• Forms can be transferred from paid to paid plans and free to paid plans.

Before making the transfer

There are a few things you need to check:

• You have access to the account.
• It is required that both accounts have the same features available. Double-check our Features Matrix here. The system restricts any account that has advanced features enabled.
• If you need more than 1 form transferred, select and group them into a new folder. This speeds up the transfer process.

Forms are identified with a unique ID, present in the form link. Keep in mind that the form will no longer be available in the parent account. Duplicate the form to have a copy of it.

What is not transferred

The following elements are related to the account and not the form itself:

• Custom reports and email templates.
• Integrations with third-party apps.
• Files uploaded.
• Custom theme templates.  If you just edited the default template, the design will be carried over.
• Email notifications rules.

What to remove

Essentially, it’s highly recommended to delete any connections made on the form such as:

• Google Map field API key.
• Payment gateway credentials.

Requesting the transfer

• Contact us via email from the email address associated with the parent account.
• Add in CC the email address of the second account.
• Specify the folder or form that needs to be transferred and the new owner. Example: Requesting to transfer the Order Form/Group to john.doe@domain.com.

That’s it! After the transfer is done you will be notified via email.