Available on plans:

Build your new account structure

1. 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 Zaps in it as your central account.
2. Create shared folders in the central account to organize your Zaps.
   • Zapier recommends creating one folder per team or workflow. After your accounts are consolidated, you can have members organize their Zaps in these folders.
3. (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

Note

Each user from your audit will need to perform the following actions on their own. You cannot move Zaps and app connections they own from other accounts.

1. 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.

2. After new members accept your invite, help them move Zaps and folders from their outside accounts into your central account. 
   • Share the following instructions with your users:
     
     • Update your Folder or Zap names - Name your Zaps & app connections in a descriptive but standard way, so you can find them later (e.g. “Mahir Singh’s Zaps”, “Sales Team Shared Zaps”).
     • Move Zaps - Move your Zaps 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 Zaps in the central account - once you’ve successfully moved your Zaps & app connections, organize them into the appropriate folder(s).
3. (Optional) After they move their Zaps, assign them to a Team in your Enterprise account.
4. After confirming that your new member’s Zaps, folder, and app connections were successfully migrated, they can downgrade their accounts to a Free plan to stop billing.

Note

Do not delete accounts. This will delete their user profile for all accounts they are members of, including the central account.

Tip

• 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 Zaps.
  • Have the central account owner import the file into the central account.
  • Learn more about exporting and importing Zaps.
• You can restrict access to folders by sharing folders with specific members or teams.
• Share your Zaps & 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

1. 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 Zaps in it as your central account.
2. Create shared folders in the central account to organize your Zaps.
   • Zapier recommends creating one folder per team or workflow. After your accounts are consolidated, you can have members organize their Zaps in these folders.

Consolidate your accounts

Note

Each user from your audit will need to perform the following actions on their own. You cannot move Zaps and app connections they own from other accounts.

1. Invite users that have separate accounts to your central account.

2. After new members accept your invite, help them move Zaps and folders from their outside accounts into your central account. 
   • Share the following instructions with your users:
     
     • Update your Folder or Zap names - Name your Zaps & app connections in a descriptive but standard way, so you can find them later (e.g. “Mahir Singh’s Zaps”, “Sales Team Shared Zaps”).
     • Move Zaps - Move your Zaps 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 Zaps in the central account - once you’ve successfully moved your Zaps & app connections, organize them into the appropriate folder(s).
3. After confirming that your new member’s Zaps, folder, and app connections were successfully migrated, they can downgrade their accounts to a Free plan to stop billing.

Note

Do not delete accounts. This will delete their user profile for all accounts they are members of, including the central account.

Tip

• 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 Zaps.
  • Have the central account owner import the file into the central account.
  • Learn more about exporting and importing Zaps.
• You can restrict access to folders by sharing folders with specific members or teams.
• Share your Zaps & 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.