New Account Transfer

Austin B. shared this question 20 days ago
Answered

i created a new io account for a separate business. i wanted the logins unique in case we sell either of the businesses. is there a way for me to transfer all of my settings, documents, optional fields, automations, etc to the new account? I would hate to have to redo it all.

Comments (2)

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I have your request in with developers, will let you know when we have an update.

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Hello, is there any update on this?

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Hello,

Sorry for the delay, I had to wait for a response from a developer. In order to do this I will have to copy one of the locations from the other account onto the new one and you can work with it from there. I dont have a way to only import the settings, documents and optional fields, etc. You would need to decide if its easier to remove all the extra stuff from a copy or easier to just copy over the needed stuff manually.

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Hey thanks for the reply Corey. I spoke with Mikey last week and a 2nd location is being created.

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I am handling that location creation for him. Is it easier for you to remove the extra stuff from the copy procedure or easier to just copy over the needed stuff manually?

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As long as copying over stuff manually is easy, then I think I’d prefer that. I’m assuming it’s just “Save as Copy” and then edit and somewhere there will be a location option?


Just whatever is easiest and quickest so I can launch asap.


Thanks Corey

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Also I need to add, as I mentioned to Mikey, I need this live tomorrow. We have a wedding expo on Saturday and I’ve been killing myself building a new website and need to have IO set up and the website live by tomorrow night.

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No there is no copy to location button, you would have to manually re-create things like conditional prices. Things like your quote contract could be copy and pasted from the template text area. It probably makes more sense to copy everything and you can go in and delete what you don't want transferred.

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That is very good to know. Then I would absolutely like to have everything copied over please.


Thank you,

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The location has been added as 'Bradbury' on the Bradburyevents.com account. Let me know if you have any issues. Have a great weekend!

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Hey Austin let us know what you need concerning extra setup with location.

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Great! I see it all here now. Can we take bradburyevents.com live now? It says update your DNS but also shows DNS editing is disabled.

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Mikey, you told me when I talked on the phone with you that your team was going to launch the site because I had specific questions about the process (IO not allowing me to update DNS records and a dev site being loaded instead) and you told me to wait until the new location is set up. I expressed that I need to have the new location and my site live this Friday (today). But somehow this process has turned from supposedly going to be completed Monday of this week to it now being Friday and I assume you guys have all left for the weekend while I have a non-live website and a second location with no information on how it’s set up between “warehouse” and “Bradbury” with some, but not all, of my inventory transferring. I feel like I got put on the back burner and there was no communication through any of this. While I’m working my tail off to build my new site and create all of the inventory items and do everything that I can on my end to make sure that I can go live tonight, I’m now left in the dark at the 11 o’clock hour before our expo.


This is extremely, extremely disappointing.

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Mikey, you told me when I talked on the phone with you that your team was going to launch the site because I had specific questions about the process (IO not allowing me to update DNS records and a dev site being loaded instead) and you told me to wait until the new location is set up. I expressed that I need to have the new location and my site live this Friday (today). But somehow this process has turned from supposedly going to be completed Monday of this week to it now being Friday and I assume you guys have all left for the weekend while I have a non-live website and a second location with no information on how it’s set up between “warehouse” and “Bradbury” with some, but not all, of my inventory transferring. I feel like I got put on the back burner and there was no communication through any of this. While I’m working my tail off to build my new site and create all of the inventory items and do everything that I can on my end to make sure that I can go live tonight, I’m now left in the dark at the 11 o’clock hour before our expo. 

This is extremely, extremely disappointing.

Austin Bradbury 

Owner | Bradbury Events LLC

✉ EventsBradbury@gmail.com

🌐 ChateauBounce.com

🌐 Bradbury-Events.com     

📍 Marysville, WA 

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