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Overview
An overview of the user move process and the difference between these two methods can be found here. Below is also a brief outline of each method.
Manual Move
Manual moves are when you transfer the content yourself. They are beneficial if you need to move content quickly, or are only moving some of your content. The process for performing a manual move is here. I’m happy to provide clarity or extra guidance on any part of the process if you choose to do a manual move.
User Move
User moves are when Qualtrics Support transfers your account content for you. User moves generally take up to 30 days to complete after being filed, but you will have access to the accounts in the meantime. More information about the user move process can be found here. If you’d like to do a user move, please be aware of the following:
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You will lose your contacts unless you export them.
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Any surveys that were shared with you or that you shared will be unshared during the move. To get access, the projects will need to be re-shared after the user move is complete.
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Any speciality products, such as 360, EE, CX Dashboards, and SMS distributions will not transfer to your new account.
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Any API integrations you've set up will likely need to be reformatted.
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Any text topics from Text iQ will not transfer to your new account. If you'd like to keep your text topics, you will need to export your topics from your old account and import them into your new account.
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Survey reports do not transfer in a user move.
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Workflows do not transfer in a user move.
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Any surveys that are open will need to be closed before we can complete the move, since active survey links do not transfer and can lead to respondents encountering errors during the move.
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You may only keep one account library (including graphics, messages, files, and surveys in your library), either from your old account on the original brand or your new account on the destination brand. Please visit this support page to learn more about what's included in your account library. If you want to do a user move, please let me know which account library you’d like to keep during the user move, as I cannot file the move without this information.
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Additionally, we’ll need to get permission from the Brand Administrators of both the old current license and destination license to authorize this move. The user's explicit permission is also required.