When a team member leaves your organization, it is important to transfer their Coefficient Imports to an active/licensed user to avoid disruptions to your team's workflows, dashboards, and reports. This ensures your data pipelines remain intact and your analysis stays up to date. 

When Should I Request an Import Transfer?

Import Transfer Process

FAQs for Import Transfers

When Should I Request an Import Transfer?

An import transfer is recommended when the following event(s) occur:

• A user leaves your organization
• A user's email address changes
• Company domain changes

Import Transfer Process

1. Currently, Import transfers cannot be done via the UI. Please reach out to support@coefficient.io with your request. Support will need the following information: email address of the current owner, email address of the new owner, confirmation that the new owner has installed Coefficient and launched the sidebar, and a preferred date for the import transfer. 
2. Support will review the imports with their current owner and recommend that the new owner set up the data sources necessary to support the imports being transferred. (Example: If there are imports from Snowflake, HubSpot, and Zendesk, then the new owner must set up data source connections with Snowflake, HubSpot, and Zendesk, for the import transfer to proceed. If you would like more information on setting up connections to our supported integrations, please click here. 
3. Additionally, the new owner MUST have Editor access to the Google Sheet(s)/Excel Workbook(s) that contain the imports that need to be transferred. If the new owner does not have permission to edit the sheet(s), the imports will not refresh. 
4. Once the data connections and permissions are in place, please let our support team know, and they can proceed with the import transfer. 
5. Coefficient Support will complete the import transfer. 
6. Once the import transfer is completed, a member of our support team will reach out to you to ask you to refresh a few of the recently transferred imports. This will ensure that everything is updated as expected. Once this is confirmed, the ticket will be closed. 

ℹ️ NOTE: Import Transfers are supported on paid plans only. 

ℹ️ NOTE: When a Google/Excel Account is deactivated, scheduled imports created by the departing user that have not been transferred to a new owner will stop refreshing. 

FAQs for Import Transfers

The previous owner left, and their Google/Excel account has already been deactivated. What do I do?

Since the owner’s account is deactivated, the process for this import transfer is a bit different. Please reach out to support (support@coefficient.io), and they will provide you with detailed steps.

Can we request that the imports of the departing user be transferred to a group email/account?

Due to some security and limitation concerns for a group email/account, we do not support transferring imports to a group account. Please make sure to provide a single-user email/account to be used to transfer the imports.

Our company was acquired by a different organization, and my email address changed. What should I do to transfer my imports to my new account?

The process can be a little different for this scenario. Please reach out to support (support@coefficient.io) to guide you with the next steps.

Can the import ownership be transferred to different owners? (meaning the imports can be reassigned to different users on the team and not transferred to a single owner).

Yes, we can assign the imports to multiple new owners. For example, Jane is leaving Acme Corp, and her 5 imports need to be transferred to other members of the team. Andrew will be taking ownership of 2 of the imports, and Anne will take ownership of the other 3 imports.

How much notice is required for the import ownership transfer?

We prefer to have at least 5 business days’ notice for import transfer requests. This helps the process run more smoothly when we are able to work with both the current owner and the new owner. But we understand that sometimes that is not possible. If your request is time-sensitive, please let us know when you open the support ticket. 

An import was just transferred to me, but it will not refresh. How can I resolve this? 

First, please check to see if you have Editor access to the Google Sheet/Excel Workbook. All import owners within a sheet must have Editor access, or the imports will fail to refresh. Then, make sure that your data source connection is up to date - you may need to reauthorize the connection for the import to refresh. For information on reauthorizing your data source connection, click here. If you have completed the first two suggestions and your imports still will not refresh, please reach out to support@coefficient.io for further assistance.