Consolidate a Business account with a Pro account

System

This discussion was created from comments split from: Combine two pro plans under the same pro plan.

Rakhi

Hi @Genevieve P.

As you mentioned in your comment about the Consolidating accounts. I have a question on this, can you please help?

If I want to merge two or more accounts along with their overall workspaces, permissions, automations, and everything else into one account (business or pro), I’m following the documentation. Can you confirm if I'm doing it correctly by inviting the system administrator of the targeted account? After inviting and accepting the invitation from both the source and target accounts, will the overall workspaces and their related data merge into the source account? If not, what approach should I follow for this?

Thanks,

Rakhi

Genevieve P.

Hi @Rakhi

The documentation linked in the previous post from 2023 is specific to consolidating accounts in the legacy collaborator model.

If either of your accounts have been set up / purchased this year, then they will be on the User Subscription model. See: https://help.smartsheet.com/articles/2483315-your-plan-model

For the User Subscription Model, accounts can be associated with multiple plans. Here's more information.

If you want all assets (sheets, reports, dashboards etc) to be housed under one of these plans, you could create a Workspace, share it with the secondary plan's users, then ask for all these items to be moved into this space. That way it will inherit your 1st plan's branding and colours.

Cheers,
Genevieve

Rakhi

Hi @Genevieve P. ,

Can you please explain once what you mentioned in last paragraph, I'm little bit confused. Could you use term like source and targeted plan. And after collaborating and following the steps you mentioned then what actually happens after that, can you please explain in short.

As you mentioned in the starting if my account is not purchased this year It was ruining before few year so then it will move workspace and all data into source plan?

Thanks,

Rakhi

Genevieve P.

Hi @Rakhi

Of course! This is how I understand your terms:

Target Plan = the primary plan you want to house all the content
Source Plan = the secondary plan that has separate items and users

In this instance, this is what I would do:

• Target plan adds all other members to their plan
• Target plan creates a new, empty Workspace
• Target plan shares Workspace to all members of the source plan
• Source plan moves all assets (sheets, reports, dashboards) into this Workspace (or other, relevant Workspaces)
• Source plan can close their account if it's not needed for anything else

Cheers,
Genevieve