Transfer data to an Organization

You can transfer data from a personal (Individual) Fillet account to an Organization

Use caution when doing this action because this action cannot be undone.

Transfer data from your Fillet account

If you have data saved in your personal Fillet account, you can transfer this data to an Organization.

  1. Sign in to your account. Sign in
  2. In the toolbar at the top of the screen, select this button: Switch account
  3. Scroll down to the list of Organizations.
  4. Confirm that you are a member of the Organization to which you want to transfer your data.

    Note: If you are not a member of that Organization, contact the Administrator of that Organization to request access.

  5. Tap the name of the Organization that you want to sign in to.
  6. Scroll down to the "Move data" section and click Continue.
  7. Follow the onscreen instructions.

Transfer data from another Fillet account to an Organization

Data saved in another Fillet account (that is not your personal account) can also be transferred to an Organization.

  • If you are the Administrator, simply invite that Fillet ID to join the Organization.

    Then that team member can do the "Move data" process.

  • If you are not the Administrator, contact the Administrator so that they invite that Fillet ID to join the Organization.