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Transfer Courses Between 7taps Accounts

Need to move courses to a different 7taps account? Here's the simple process.

Updated this week

If you're creating courses for clients or need to transfer content between different 7taps accounts (tenancies), you can request a course transfer through the 7taps support team. This is particularly useful for agencies, consultants, or organizations managing multiple separate accounts.

In this guide:


When You Need Course Transfers

Course transfers are designed for situations where:

  • You're creating content for a client who has their own 7taps account

  • You need to move courses from one organizational account to another

  • You're transitioning content between separate tenancies

  • An agency or consultant is delivering finished courses to a customer

⚠️ Important: Transfers move courses between completely separate 7taps accounts, not between users within the same organization.


How to Request a Transfer

What You'll Need

Before requesting a transfer, gather:

  1. Source account email - The account currently containing the courses

  2. Destination account email - The account receiving the courses

  3. Exact course titles - The precise titles of all courses to transfer

Submitting Your Request

Subject line: Course Transfer Request

Required in your email:

  • From: [source account email address]

  • To: [destination account email address]

  • Courses to transfer: [list exact titles]

Example format:

Please transfer the following courses:  

From: creator@agency.com
To: training@clientcompany.com

Courses:
- New Employee Onboarding Week 1
- Safety Procedures for Warehouse Staff
- Customer Service Excellence Module 3

Critical Requirements

βœ… Copy the destination account on your email request

  • The receiving account must be CC'd on the transfer request

  • This confirms they're expecting and authorizing the transfer

βœ… Use exact course titles

  • Titles must match exactly as they appear in your account

  • The support team can only see course titles, not content

  • Double-check spelling and formatting


What Happens During Transfer

Timeline

  • Most transfers are completed within 1-2 business days

  • Complex requests with many courses may take slightly longer

  • You'll receive confirmation when the transfer is complete

What Gets Transferred

  • A complete copy of the course with all cards and content

  • Course structure and formatting

  • Media files and attachments included in the course

What Stays in Your Original Account

  • The original course remains in your account - transfers create a copy

  • Your sharing links continue to work

  • Your analytics and statistics data remain intact

  • Any Learning Path assignments stay active

Remember: This is a duplication process, not a move. Both accounts will have independent copies of the course after transfer.


Common Questions

Q: Does the course get removed from my account after transfer?

No! The transfer creates a copy in the destination account while your original stays put. Both accounts will have their own independent version of the course.

Q: Can I transfer courses between users in the same organization?

No, this process is only for transfers between completely separate 7taps accounts/tenancies. If you need to share access within the same organization, consider using your account's collaboration features or contact support for guidance.

Q: What happens if I update my course after the transfer?

The two copies are completely independent. Changes you make to your version won't affect the transferred copy in the destination account, and vice versa.

Can I transfer Learning Paths?

Learning Paths themselves don't transfer as complete entities. You'll need to transfer the individual courses and then the destination account can recreate the Learning Path structure with their copies.

How exact do the course titles need to be?

Completely exact. The support team searches by title only since they can't access course content. Even small differences in spacing, punctuation, or capitalization can cause issues.

Can I transfer courses I've received from someone else?

Only if you have full ownership and permission to transfer them. If courses were shared with you but you don't own them, you'll need the original creator to request the transfer.

Q: What if I have dozens of courses to transfer?

That's fine. Include all titles in a single email request. Consider formatting them as a numbered list for clarity if you have many courses.

Q: Will the destination account need to recreate sharing links?

Yes. Each account has its own unique sharing methods and links. After receiving the transferred courses, the destination account will need to set up their own sharing approach.


Best Practices

Before Requesting Transfer

Verify destination account exists

  • Confirm your client/recipient has created their 7taps account

  • Get their exact account email address

  • Ensure they're expecting the transfer

Double-check course titles

  • Copy titles directly from your courses list

  • Verify spelling and formatting

  • Include any special characters exactly as shown

Document what's being transferred

  • Take screenshots of course lists if helpful

  • Note any special instructions about specific courses

  • Identify any courses that are part of a sequence

After Transfer

Destination account should:

  • Verify all courses arrived correctly

  • Test courses before sharing with learners

  • Add transferred courses to appropriate Learning Paths

  • Set up new sharing methods as needed

Source account can:

  • Continue using the original courses

  • Make updates independently if needed

  • Archive or delete the original if no longer needed (but this doesn't affect the transferred copy)


Getting Help

Need assistance with a transfer request?

Include in your support request:

  • Account email addresses (both source and destination)

  • Description of what you're trying to accomplish

  • Any questions about the process

  • Special circumstances or requirements

Remember: The 7taps support team is here to help make transfers smooth and straightforward. Don't hesitate to ask questions if anything is unclear about the process.

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