Sub-Account Transfer FAQ in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

A sub-account transfer moves an entire location from one agency to another. It is not a merge and not partial. Both agencies sign forms, then verification and the actual move take up to 72 hours.

What a sub-account transfer is

A transfer picks up the entire sub-account and moves it from the From Agency to the To Agency. It is not a merge. There is no way to copy partial data or combine two sub-accounts into one.

How long it takes

Once both forms are submitted with correct information, verification and execution take up to 72 hours. The full clock depends on how fast the requestor and the From Agency owner complete the paperwork.

Process overview

Requestor fills out the Sub-Account Transfer Requestor Form.
The From Agency owner gets an email with a link to the Authorization Form.
Owner completes the Authorization Form, confirming the same details plus credit card info on file.
The platform team verifies and executes the transfer.
Both agency owners receive completion emails.

What transfers

Websites and funnels
Sparkforge calendars (external calendar integrations are disconnected)
Automation, in Live state
Contacts, conversations, appointments, opportunities, and history
Users assigned only to this sub-account with the Account user type

What does not transfer

OAuth connections (Google, Facebook, Instagram, QuickBooks, Clio, DrChrono, Yext)
Facebook and Google ad settings
Sub-account-level Stripe fields
SaaS settings

Eligibility rules

The sub-account must be in good standing. The receiving agency must be active and capable of supporting the plan. You cannot transfer a paused or churned sub-account.

Prep work before requesting

Audit user assignments — only Account-type users assigned solely to this sub-account come along.
Document any external integrations, since they will need reconnection.
Note SaaS plan settings for re-application after transfer.

After the transfer

Reconnect Google, Facebook, and similar integrations. Reapply SaaS plan settings if needed. Update Stripe at the sub-account level. Notify users so they re-login under the new agency.

Tracking progress

Status updates flow through the support ticket created when the From Agency submits the Authorization Form. Reply on that ticket for status questions.

Frequently Asked Questions

Can I merge two sub-accounts into one?

No. Transfers move an entire sub-account between agencies. There is no merge function.

Will my Google and Facebook ad connections survive the transfer?

No. All OAuth connections are cleared. Reconnect them in the new agency after the move.

How long does the actual transfer take once both forms are submitted?

Up to 72 hours for verification and execution. Speed depends on how quickly both parties complete the paperwork.

Do my users come with the sub-account?

Only users with the Account type assigned solely to this sub-account. Agency-level users and shared users do not transfer.

Will my conversations and contact history move?

Yes. Sub-account transfers are the only way to move conversation history along with contacts, appointments, and opportunities.