I created an account and created a zap and then found out that we had a PRO company account. I don't want to loose the Zap I already created and would just like to move it over to our company account and close my account.
Question
Transferring ZAP
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+14- Zapier Orchestrator & Solution Partner
Hi
Help link about moving Zaps between accounts: https://help.zapier.com/hc/en-us/articles/8496275081357-Move-Zaps-between-accounts
Move Zaps between accounts
Updated 3 months ago
If you have multiple Zapier accounts, you can move Zaps between them. Before you can move Zaps between accounts:
- You must have at least one account on a Team or Enterprise plan or have been invited to be a member of one.
- If your Enterprise account has SAML enabled, an admin must provision your account in your company identity provider.
+11- Community Manager
Hi
If not, wanted to share a couple of potential alternatives since it sounds like your company has a Professional plan not the required Team or Enterprise plan that Troy rightly mentioned would be needed to transfer a Zap.
The first being that it’s possible to share a template of the Zap. Not the most ideal, as it would only copy the steps and their app and app event selections - not any values you've entered into fields or app account connections but it may be quicker than starting completely from scratch.
The second would be to use Copilot to rebuild it for you. Not the same thing as transferring it but you could get Copilot to do most of the work for you.
Hope that helps you or anyone else coming across this in the future! 🙂
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