Welcome to Podio
Resource Library
Using Podio / Upgrade and billing / Transferring an Add-on
Is this article helpful?

Transferring an add-on

Transfer an add-on to assign its increased limit to a different API key or Workflow Automation account. A transfer takes effect immediately and does not create a charge.

Before you start

To transfer an add-on, your contract must be active and in good standing. You can transfer active add-ons and canceled add-ons that are still in their grace period. You cannot transfer blocked, inactive, deleted, or expired add-ons.

Important:

Only the contract owner can transfer add-ons.

You can transfer either of these add-on types:

  • API add-ons: Reassign the Limit A and Limit B increase to a different API key.
  • Automation add-ons: Reassign the monthly action limit increase to a different Workflow Automation account.

Transferring an add-on does not change its type or capacity.

What you need

Before you start, have the following information for the new target:

  • API add-on: The new owner's email address and the API key's Client ID.
  • Automation add-on: The new owner's email address and the Workflow Automation account ID.

Transfer an add-on

  1. Go to Billing > Contract > My Plan.

  2. In the Payment Summary section, select Manage add-ons.

    Manage add-ons

  3. Find the add-on that you want to transfer. Select the overflow menu, then select Transfer.

    Transfer option in the add-on menu

  4. Enter the target owner's email address and the API key Client ID or Workflow Automation account ID.

  5. Select Transfer to confirm.

    Transfer add-on form

What happens after you transfer

  • The increased limit applies to the new target immediately.
  • The new owner receives a confirmation email.
  • The previous owner receives a transfer notification email.
  • The add-on's price, status, and billing schedule remain unchanged.
  • The add-on appears under the new owner in Manage add-ons.

If the transfer does not go through

You cannot transfer an add-on in the following situations:

  • The contract is not eligible.
  • The add-on is not in a transferable state.
  • The target already has an add-on from the same group.
  • The target user is not found or is not eligible.
  • The API key or Workflow Automation account is not found.
  • The add-on has already been transferred twice within the last 24 hours.

What's next

In this article
Before you startWhat you needTransfer an add-onWhat happens after you transferIf the transfer does not go throughWhat's next