Company Split - Migration to New Wrike Account
We need to split our Wrike account into 2 Wrike accounts, and need to migrate several blueprints, workflows, CITs, custom fields, automations, request forms from our existing account into the new account. Has anyone done this before? Any recommendations?
It's not a huge deal if we have to recreate the workflows and automations, but we also need to migrate a lot of active and archived projects and a whole Space from the existing account to the new account. We don't want to lose comments or the history log on any tasks or projects. Again, any recommendations?
Anna Schild Hi! Yes, we went through the same process a couple of years ago. My side of the company was the one that did not get to keep the original account. When we did it, Wrike was able to duplicate our original account for me and then I just deleted the items that were no longer needed. There was some data loss and not everything was fully functional in the dupe account, but at least I wasn't starting from zero! I'd be happy to chat with you further about this. I'm sure your Wrike CSM can set something up for us if you'd like.
Ali Moses Thank you so much for your response. I would definitely appreciate hearing more about your experience with the migration / duplication of your account. Aybüke Novosad could you set something up for us to connect?
Hi Anna Schild we've only had to do this when we created a new space within our account not a whole separate account but interested to know how this goes if we ever have to create a new account instead of a separate space.
Hi Anna Schild, if you have Wrike Integrate or API access you can move several elements by automations.