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Looking to merge two accounts - could someone in support reach out?

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ยท

Looking to merge two accounts - could someone in support reach out?

  • Avatar of Tanvi R.
    Tanvi R.
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    ยท

    Hey there, thanks for reaching out! Happy to help here. Could you share more information about your issue?

  • Avatar of Muzafar C.
    Muzafar C.
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    ยท

    I'm working with a client and set up some workflows etc, they created a new account + added billing to that so there's now two accounts. I either need to:

    1. 1.

      Transfer over the workflows/tables etc from account 1 to 2

    2. 2.

      OR Transfer billing from account 2 to 1

    Hope that makes sense? Workspace 1: 406957 (with the automations etc) Workspace 2: 338474 (with the billing)

  • Avatar of Muzafar C.
    Muzafar C.
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    ยท

    Worst-case scenario I need to re-create everything in Workspace 2 - so please let me know if either of the above options isn't possible

  • Avatar of Tanvi R.
    Tanvi R.
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    ยท

    This makes sense! The easiest solution here is to transfer your billing from account 2 to account 1. What I can do is refund and cancel your explorer plan on account 2 and then you can re-enroll on this plan in account 1. Let me know if this works for you and I can proceed with making these changes!

  • Avatar of Muzafar C.
    Muzafar C.
    ยท
    ยท

    Ok, let me get in touch with their finance team and revert

  • Avatar of Tanvi R.
    Tanvi R.
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    ยท

    Sounds great!

  • Avatar of Tanvi R.
    Tanvi R.
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    ยท

    I'll hold off on processing the refund until you speak with your finance team

  • Avatar of Channeled
    Channeled
    APP
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    ยท

    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

  • Avatar of Muzafar C.
    Muzafar C.
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    ยท

    Hey Tanvi R. - I just ended up moving everything over & rebuilding, was quicker than getting things done via the finance team

  • Avatar of LuisArturo
    LuisArturo
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    ยท

    Hey there, jumping in for Tanvi here, do you still need any help form our end or are you all set at the moment?

  • Avatar of Muzafar C.
    Muzafar C.
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    ยท

    All set Luis thanks!

  • Avatar of Channeled
    Channeled
    APP
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    ยท

    Hi Muzafar C.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: