Moving projects from one account to another.

Avatar
John Stranberg

I started a new division that should have been separated from my main account.  Is there a way to move projects from one account to another.

help.wrike.com/hc/en-us/articles/210322925-Move-Tasks-Folders-and-Projects#movefolder

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
9 comments
Avatar
Lisa

Hi John, welcome to the Forums 🙂
Moving Projects between accounts is currently impossible. As a workaround, you can use Excel Export and Import - you'll need to export the Project from your main account in XLS format and then import it to the new division's account.
Please get back to me if you have further questions 🙌
 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Evan Pierce

Has this been fixed? I'm having issue exporting to Excel

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Lisa

I can see that my colleagues have been able to help you with this Evan Pierce.

Please let me know if we can help you with anything else 🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Evan Pierce

Thanks, Lisa! One note I'd add for anyone else struggling, make sure you're in "Table View" when you export and have all the columns shown, otherwise you'll be missing key fields Wrike requires to import a project. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Lisa

Thanks a lot for sharing your tip Evan Pierce 🙌

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
John Zei

Hello, I created a project in the free version then licensed Wrike through my company.  Even though I used my company email address and name for the free version, I have 2 separate accounts under my single profile. Both these accounts are viewable when I login.  It appears the project I created in the free version can not be exported to Excel.  Do I have any way to copy this project to my licensed version?

Thanks

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Hi John Zei, our Support team is in touch with you via email to help with the transfer. Please let me know if I can help you with anything else.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Dustin

Is this still the case? I have a client that has their own Wrike account. Up until this point, I have tracked their projects in our company account. However, we now need to move what we have into their account. Does this have to be done manually, or can support help with the transfer?

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Lisa

Hey Dustin, I can see you had a discussion on this with our Support team 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Moving projects from one account to another.
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post