Transferring Workflows Between Clay Accounts Without Data Loss

Himanshi S. · 2025-10-27 11:16:36.027641+00

Hey there, Can i shift all existing workflow from one Clay account to other without loosing data as since my teammate is leaving the organization so management wants to shift that workflows to my account .

Transferring Workflows Between Clay Accounts Without Data Loss | Clay

Himanshi S.
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Is "Send data between 2 tables" available for sending data between two different accounts table ?
Himanshi S.
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Sure thanks !
Himanshi S.
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Hey , one more doubt . If i cancel the plan from that account as renewal is on 29th . So remaining 3000 credits will be there in that account after cancellation or not ?
Himanshi S.
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Ohfoo ! 🙂
Himanshi S.
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Can i shift that 3000 credits to other account ?
Himanshi S.
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will i be able to use 3000 credits by Oct 29 ? Any enrichment requirement is there ? Also, confirm if we cancel subscription, whether the table & workflows remains ?
Himanshi S.
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Hey one more question , the person who is leaving the organization signed in with SSO method . Now we want to use his account and want to sign in with "Email & password " method in the same account. Any workaround for that ?
Luca P.
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Hi there we can definitely help with that. If you can provide the email for me in a private Slack DM we can change the login method to email/password. Let me know if that's something you would be interested in!
Himanshi S.
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Awesome ! Will share that in sometime
Himanshi S.
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Hey , there
Himanshi S.
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Can we please resolve this issue asap?
Luca P.
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Can you share the email address of the account which you would like to change the login method of? I suggested sending it over slack DM's in the previous message so that we can maintain the privacy of the account. Once you share that email over with me I can go ahead and change the login method for you :)
Luca P.
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When changing the email address of your account, all of the data should be preserved meaning you won't loose any tables or any of your current workflows. Did this not happen when your email was changed?
Luca P.
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Got it!
Unfortunately, at the moment, it is not possible to directly transfer a workflow from one workspace to another. The best solution to this would be to create a template which you can access from both workspaces, or you can add both accounts to the same workspace so that you can access the same tables with both emails. Does this make sense? Let me know if it doesn't and I can try to clarify more!
Himanshi S.
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Creating a template is not solving the problem . Please clarify more on the second option. Is this something like "inviting users" ?

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