The FormAssembly Form Transfer tool makes it easy for you to move your forms and connectors from your main App account (at the Professional or Premier level) to your Enterprise instance, as well as Enterprise to Enterprise instances.
You can move your forms and connectors on your own without needing to start a support ticket, of course we're here and ready to help if you run into difficulties!
Please note that forms cannot be downgraded from Enterprise to App accounts. They can only be transferred from App (Professional and/or Premier) to Enterprise.
For information on upgrading, please contact our Sales Department at firstname.lastname@example.org.
Enable your Server: First, access the Admin Dashboard. You will need to add any servers that you want to transfer forms to or from. You can add them by going to Admin → Settings → Miscellaneous → Form Transfer Settings. The main FormAssembly server (for Professional and Premier plans) is enabled by default:
Prior to beginning your form transfer, please make sure to read the Important Notes about Form ID's below.
To start your form transfer, make sure that you are logged in as the desired user (as defined above) on your Enterprise instance. This may require you to do an admin override as the user you want to transfer forms to.
Next, go to the Form Transfer Tool. It can be found here:
From here you will need to select the server to log into. You will need to select both the server you will be copying forms from, and the server you will be copying forms to. Select one on the right and one on the left, it does not matter which server is on which side.
Select the one that you want to connect to and choose to log in. Once there you will need to authorize the external access:
After logging in you will need to select the forms you want to move over and choose "Copy Selected # forms".
If you do not see any forms after authenticating, try refreshing the webpage without selecting "Log out all connections."
After that, you're ready to go! Your new forms will have been transferred over to the server you selected.
If you get any red exclamation points (!) when copying your forms, try selecting fewer forms and copying them in batches.
Note: Connectors on the transferred form will need to be re-authenticated to your Salesforce account after transferring.
What Gets Copied
When you use the Form Transfer tool, you are essentially copying the form to a new location, so the form will still be available in its original location as well, once the transfer is complete.
Additionally, when you transfer a form, the connectors and theme will be transferred along with the form.
The only things that are not transferred are form settings you have on the display, configuration, and/or notification tabs, any associated images that were uploaded into a form, and response data (including form attachments).
You are able to reconfigure your notification and display/processing options on your new form once it has been transferred. Currently, we have no way of transferring response data or form images.
If your App account has Predefined Content saved which you would like to transfer as well then you can check the "Copy over predefined content" checkbox.
Please Note: Checking the "Copy over predefined content" checkbox will transfer over Predefined Content from ALL of the forms which can create duplicates. We recommend only checking this checkbox for one form transfer before continuing with the rest of the forms.
If you do not have an App account and would like to transfer Predefined Content to your Enterprise account you can reach out to our Support team for assistance.
If you are transferring your forms to an Enterprise instance, you will need to update any links pointing to the form. The links should reflect the URL of your newly transferred forms. The correct URL may be located on the Publish page of your form.
To overwrite the existing form in the destination location, be sure to check the box labeled "Keep current form IDs when transferring."