Switching my business account to personal account

My current employer has decided to close the business account. Since I utilized ASANA exclusively the most, I was told I could create and pay for my own personal account and get reimbursed. My question is how can I do this without losing all of my current work and data? If I used the same email address, will that do the trick?

Hi @Danielle_Jenkins Welcome to our Asana community forums in the link below you can find details on how to accomplish this task without losing any of your work someone had a similar question but in reverse :innocent: How to switch personal email to business? - #2 by Ron_Sanga

To save you a click here are the steps:

  1. Go into your Asana “Settings” and Under “Account”

  1. Look under “Manage emails” from here you can add your personal email. Once completed make sure your personal is saved as your preferred email.

You can read more about how your Asana account works here https://help.asana.com/s/article/your-asana-account?language=en_US

Hi Levar,

Thank you for the quick response and information. Another part of the question though was how I can switch from a business account to a personal account but keep my work email as the email on the account?

My employer is canceling the business account because so few of us use Asana. Since I use it exclusively, I have been given permission to continue using it on a personal account and get reimbursed, but I would like to keep using my work email for the account.

One thought I had was to switch over to the personal account with my personal email, and then later change my email back to my work email. Do you think that would work?

I also just tried following the steps you provided and received this message when I tried to add my personal email address (Gmail account)

This email is incompatible with your Asana account.

After troubleshooting further, I was able to create my own personal account with my gmail account and then add my business account to it with my work email. So, I can go between the two. But what happens when the business account is cancelled? As of now, it has been cancelled and will no longer be accessible as of February 2nd.

@Danielle_Jenkins You will need to do a data migration. Another option is for your company to keep the account and make you the Admin, Billing contact and reduce the number of licenses. You would then be able to update the payment method if that is what your employer prefers rather than paying directly.

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Thank you, Ron. I just reviewed the steps for data migration and am pretty confused. It states that an organization cannot be migrated into a workspace (which is currently what my personal account will be) but then later it states that in can’t be migrated without the workspace being converted into an organization. But it’s doesn’t share how to go about trying to do this.

If we went the other route you suggested, having the company keep the account but making me the admin/billing contact, etc, would that affect the cost of the account? The idea was that a personal account would be more affordable than a business account, and since I would be the only person using it that would be the better route to take.

I just discussed this with my Director, and we are going to go ahead with keeping the account, switching myself to the admin, etc, and reduce the number of licenses. I hadn’t realized the cost difference was affected by the number of licenses on the account, so that will help.

Thank you for all of ya’lls patience and information!

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Glad you got it figured out @Danielle_Jenkins one to keep in mind the way personal accounts and organizations work based on what you said here

Workspace and organizations from what I understand don’t go hand-in-hand because if you’re using a personal workspace this essentially uses any public email like gmail[dot]com, hotmail[dot]com, yahoo[dot]com for example which Asana explicitly states

You would start this process from the Admin Console