Merge Two STACK Accounts
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Merge Two STACK Accounts
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Within STACK, all users and projects are housed inside a company. Upon request our Customer Success team can merge two or more companies into a single company. This is helpful when team members want to transition from using STACK independently to collaborating together on projects.
Terminology
Source Company - users and data from this account will move to the Destination Account. After the merge this account will be abandoned.
Destination Company - after the merge, all data will be in this account. Users who previously logged-in to Source Account will log-in to this account instead.
What Will Merge
Users | All users from Source will move to Destination. User Roles will not change. |
Projects | All projects, including all plans measurements, snapshots, labels, estimates and proposals will move from Source to Destination. |
Bid Calendar Events | All bid calendar events will move |
Items and Assemblies from My Items | All custom items and assemblies will move. To ensure uniqueness, a new root folder will be created for both Items and Assemblies, prefixed with a unique identifier. |
Cost Types | All custom cost types will move, with a prefix appended to the cost type name to ensure uniqueness. |
Costs, Accounting Codes, Cost Types from STACK catalogs | Any costs, accounting codes or cost types that have been applied to STACK catalog items will move only if the Destination Company does not have a cost, accounting code, or cost type applied to that same item. |
Catalog Access | The Destination Company will be given access to any catalogs that the Source Company had. |
Takeoff Template Library | All takeoff templates in the library will move, with a prefix appended to the template name to ensure uniqueness. |
Label Library | All label and options in the library will move with a prefix appended to the label name to ensure uniqueness |
Scope of Work and Terms and Condition Templates | All scope of work and terms and condition templates will move, names may be changed to ensure uniqueness. |
Non Measured Item Sets | All non-measured item sets will move, names may be changed to ensure uniqueness. |
Trade Names | All trade names will move, names may be changed to ensure uniqueness. Logo imagers will not move, these will need to be uploaded again. |
The Merge Process
Please contact your Customer Success rep in order to initiate a merge. The merge may take up to 2 business days to complete.
Upon completion of the merge, all users of the Source Company will have to log-out. When logging back in these users will now be part of Destination Company.
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