You can transfer an integration and its flows to another integrator.io account, for example when a project moves to a different team or customer. The new account owner receives an email to accept the transfer, and the integration appears on their Home page after they accept. This article explains which integrations you can transfer, how to run the transfer, and what to do afterward.
Prerequisites: You must be the account owner or an administrator to transfer integrations and flows. For the differences between roles, see Manage user roles & permissions to an account.
Before you transfer
- Shared resources – You can't transfer an integration that uses a resource (a flow, export, import, transfer, or connection) that another integration in your environment also uses. Replace each shared resource with a clone before you transfer.
- Standalone flows – You can't transfer a flow that isn't part of an integration. Open the integration you want to transfer, select Attach flow, and then select the flows to attach. After they're part of the integration, they transfer with it.
Transfer an integration
- Go to Account
, and then select Transfers.
- Select + Create transfer.
-
Enter the email address of the user you're transferring to, and then select the integrations in Integrations to Transfer.
Caution: During the transfer, flow runs that are already in progress finish, and no new runs start. Webhook-based flows stop accepting data until the transfer is complete. Jobs and retry data aren't transferred, so retry data for in-progress jobs with errors is lost. To avoid losing this data, turn off the flows, retry or resolve all open errors, and then start the transfer.
- Select Next, and then select Initiate Transfer. The user receives an email invitation, and the transfer's status appears on the Transfers page.
On the Transfers page, you can cancel a transfer while its status is Unapproved or Queued, and delete a transfer whose status is Unapproved, Canceled, Failed, or Completed. Transfers are sorted by last modified date.
After the transfer
The new account owner receives an email to accept the transfer. After they accept, the integration appears on their Home page.
Connection credentials aren't transferred. If you transferred the connections, the new account owner (or a user with Manage access) must enter the credentials for each connection to re-establish it. If you didn't transfer a connection because another integration uses it, the new account owner creates a new connection and enters the credentials from the original.