Available on plans:
Free
Professional
Team
Enterprise
You can consolidate all Zapier accounts used by members of your organization into one centralized account. This makes Zapier usage at your organization more secure, easier to manage, and streamlines billing.
Build your new account structure
- Select a central account. - This is the account you’ll consolidate all other accounts into. - Zapier recommends that you use the account with the most business-critical Zap workflows in it as your central account.
- Create shared folders in the central account to organize your Zap workflows. - Zapier recommends creating one folder per team or workflow. After your accounts are consolidated, you can have members organize their Zap workflows in these folders.
- (Optional) Create teams in your Enterprise account.
Audit accounts that use your domain
Manage who can access your Enterprise account by verifying your domain. Verifying your domain gives you access to domain insights including allowing you to view and export a list of all users who have a Zapier account using an email address under your domain. You can export this list of members for tracking & audit purposes.
Note- This must be done by an admin, super admin, or the account owner.
- You can verify multiple domains in your Enterprise account.
- Each domain can only be verified in a single Zapier account.
Consolidate your accounts
Each user from your audit will need to perform the following actions on their own. You cannot move Zap workflows and app connections they own from other accounts.
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Invite users that have separate accounts to your central account. - If you’re in a Enterprise account, their email addresses can be found in each domain listed on the Domains page or by exporting all registered users in your domain.
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After new members accept your invite, help them move Zap workflows and folders from their outside accounts into your central account. - Share the following instructions with your users: Update your Folder or Zap names Move Zap workflows Move your Zap workflows into our central account. Note: Zap, folder, and app connection sharing settings will become private when moved to a new account. You can organize and re-share them after they're moved. Organize your Zap workflows in the central account -
- (Optional) After they move their Zap workflows, assign them to a Team in your Enterprise account.
- After confirming that your new member’s Zap workflows, folder, and app connections were successfully migrated, they can downgrade their accounts to a Free plan to stop billing.
Do not delete accounts. This will delete their user profile for all accounts they are members of, including the central account.
- If you want to consolidate another user's account but do not want to invite them to your account: - Ask the user to export a JSON file of their Zap workflows. - Have the central account owner import the file into the central account. - Learn more about exporting and importing Zap workflows.
- You can restrict access to folders by sharing folders with specific members or teams.
- Share your Zap workflows & app connections with your team to ensure they can help you manage your workflows
- You can contact Zapier Support to assist you with account consolidation. They can provide specific recommendations that fit your organization as well as insights into the number of paid accounts across your organization.
Build your new account structure
- Select a central account. - This is the account you’ll consolidate all other accounts into. - Zapier recommends that you use the account with the most business-critical Zap workflows in it as your central account.
- Create shared folders in the central account to organize your Zap workflows. - Zapier recommends creating one folder per team or workflow. After your accounts are consolidated, you can have members organize their Zap workflows in these folders.
Consolidate your accounts
Each user from your audit will need to perform the following actions on their own. You cannot move Zap workflows and app connections they own from other accounts.
-
Invite users that have separate accounts to your central account.
-
After new members accept your invite, help them move Zap workflows and folders from their outside accounts into your central account. - Share the following instructions with your users: Update your Folder or Zap names Move Zap workflows Move your Zap workflows into our central account. Note: Zap, folder, and app connection sharing settings will become private when moved to a new account. You can organize and re-share them after they're moved. Organize your Zap workflows in the central account -
- After confirming that your new member’s Zap workflows, folder, and app connections were successfully migrated, they can downgrade their accounts to a Free plan to stop billing.
Do not delete accounts. This will delete their user profile for all accounts they are members of, including the central account.
- If you want to consolidate another user's account but do not want to invite them to your account: - Ask the user to export a JSON file of their Zap workflows. - Have the central account owner import the file into the central account. - Learn more about exporting and importing Zap workflows.
- You can restrict access to folders by sharing folders with specific members or teams.
- Share your Zap workflows & app connections with your team to ensure they can help you manage your workflows
- You can contact Zapier Support to assist you with account consolidation. They can provide specific recommendations that fit your organization as well as insights into the number of paid accounts across your organization.
Limitations
- Domain Insights are only available to users in Enterprise accounts.
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You cannot transfer Zap workflows that you own to an account that you do not belong to.
- You can share Zap workflows that you own with other users within your account.
- You can only move Zap workflows that you own and will only see folders that contain Zap workflows that you own.
- Account admins and owners cannot move Zap workflows and app connections from accounts they do not own. The account owner must move their Zap workflows and folders into the central account.
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If a Zap uses the Webhooks by Zapier app, the webhook URL will:
- Remain the same if the Zap is moved to another account.
- Change if the Zap is transferred to another owner.
- Be different in any copies of the Zap.
- Monitor the performance of all Zap workflows in the central account to ensure that they are working as expected.
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Downgrade all other accounts to the Free plan once all Zap workflows and app connections have been moved into the central account.
- Do not delete accounts. This will delete their user profile for all accounts they are members of, including the central account.
- The Domains page does not specify if users are in separate paid Zapier accounts. Contact Zapier Support if you need to verify which accounts users are members of.