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How do I transfer sites to/from an Organization?

Updated on August 25th, 2020

Once logged into the Flywheel app, navigate to the billing page from your user dropdown in the top right corner.

Note

To check for any subscriptions that are owned by an organization, you can use the context switcher in the top right corner to toggle between your personal account and organization.

Next, you will want to click on the “Plan Details” of the subscription that you are wanting to transfer.

Next, you will hover over the gear on the right side of the page and click on “Transfer Subscription”

Once you have clicked on “Transfer Subscription” you will see a “Billing Transfer” modal. Choose “Me or my organization,” and then click “Go to Checkout.”

Note

Here it is very important to make sure that you are choosing to transfer the site to your ORG! Otherwise you will just transfer it back to your individual user and be caught in a Groundhog Day loop of reliving the transfer process over and over until the end of time.

Now all you need to do is fill out the necessary info and check out!

Note

You can do this with each site/subscription individually if you’ve already created the Organization, or you can do it all at once when you create a new Organization.

Note

If you have already created an Organization but would like to start over so that you can transfer all your sites at once, you can delete the existing Organization and then create a new one. You’ll just need to pick a different name for the new Organization, since no two can share an exact name (even if one is deleted).

How do I transfer a single site subscription from my Organization to a client?

This is still done just the same way as always and we have a help document that breaks down that process: How to Transfer Sites to my Client

How do I transfer a single site out of my bulk plan and into my Organization?

If you just want to move one or more site out of your bulk plan but not all of them, you will need to first clone the site(s) you are wanting to move. You can clone the site with a new single-site subscription, and then transfer that subscription to your Organization.

How do I transfer my entire bulk plan into my Organization?

There are two ways to do this:

1

Transfer all your sites to a new Org

If you haven’t created your Organization yet, head to the Organizations tab in your Flywheel profile, and click the blue “Create organization” button. This will transfer all of your subscriptions and payment methods into the new Organization (so it may be a good idea to remove any personal payment methods you don’t want members of your organization using).

2

Transfer the bulk plan to an existing Org

You can transfer your bulk plan into an already-existing Organization in the Billing History area of your Flywheel profile. Just click “Plan details” under the name of the bulk plan you’d like to move, and on the next screen, hover over the gear icon (towards the right of the screen). You’ll select the option to “Transfer Subscription”, and in the pop-up, click the “My organization’s paying” tab.

Note

You can only transfer sites you own – or in other words, sites that you pay for. You might be a Collaborator on some of the sites in your dashboard that are paid by other Flywheel users, so you may see some sites that are not in your Organization because of this. Don’t worry, though: you can add your Organization as a Collaborator on those sites. This will allow everyone in your Organization the same Collaborator access.

Note

When a subscription is transferred, it’s treated like a brand-new subscription starting over at day one with the new owner. If this results in an overlap in billing, just contact Flywheel and we’ll be happy to help sort it out.

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