Can I merge my existing Sprout account into another account?

If you need to merge your existing account to another account because, for example, you're a smaller company looking to move into your parent company account or you're a parent company who has acquired another company with an account at Sprout Social, you may do so by working with your Customer Success Manager or our Support team. With this migration, there are some things to keep in mind.

First, you must connect the existing profile to the new account before removing it from the old account so that we may retain some of your data.

With that said, some of the data will not transfer between a current account and a new account. You will need to rebuild this in your new account.

What will and will not be transferred?

• Scheduled Content: will not transfer
• Inbox/Sent Messages: same data backfill as new profile connection
• Reporting Data: will transfer if new profiles are connected to new account prior to removing from old account
• Tags & Applied Message Tags: will not transfer
• User Activity: will not transfer
• Account/User Settings: will not transfer

What can I do to prepare for the migration?

Below is a checklist of what needs to be recreated to make sure your account is fully set up:

Settings

• Account Settings
• Groups & User Settings/Permissions
• Global Features
  • Automated Rules
  • Asset Library
  • Tag Management
  • Approval Workflows
  • Notification Preferences
• Inbox and Reviews
  • Case Settings
  • Customer Feedback
  • Contact Lists
• Publishing
  • Link Tracking
  • Sprout Queue
• Reporting Settings
  • Business Hours (If Applicable)
  • Scheduled Delivery (of Reports)

Smart Inbox

• Inbox Views
• Cases
  • Existing Cases and their history will not transfer.

Publishing

• Scheduled Posts
  • These will need to be manually rescheduled in the new account, as you cannot export/transfer those over.
• Calendar Notes

Reports

• Competitor Reports
• My Reports

Bots

• Chatbots

Listening

• Listening Topics