Name: SuiteDash Secrets: Master Your Monthly Account to SuiteKey Transfer
Uploaded: 2024-07-20 14:17:40
Duration: 26 min 23 s

Question 1

How do I transfer my SuiteDash monthly account to SuiteKey if support says it’s not possible?

Accepted Answer

I do it manually and strategically—module by module—using a transfer sheet so nothing gets missed. For transferable items, I use the Template Library method (contribute template → share privately → redeem the key in the new account). For the stuff that can’t transfer, I recreate it with screenshots, exports, and a little patience.

Question 2

What can be transferred from SuiteDash to SuiteKey?

Accepted Answer

A lot more than people think, but not in one click. I can transfer things like proposals (as templates), documents, dashboards, portal pages, landing pages, forms, and campaigns using private template keys. The big theme is: if you see a “contribute” option, you’ve got a path.

Question 3

What SuiteDash items cannot be transferred to a new SuiteKey account?

Accepted Answer

Invoices and estimates won’t transfer, and because payments are tied to invoices, you can’t transfer payments either (export them for records). Messages are lost inside SuiteDash, schedules don’t transfer, and things like flows and LMS content have to be rebuilt. Calendar events and appointments also won’t transfer—you’ll need to resync and recreate.

Question 4

How do I transfer SuiteDash proposals to SuiteKey?

Accepted Answer

I open each proposal and save it as a template (be super intentional with the name). Then I contribute the template, toggle “share privately,” and copy that private key into my transfer sheet. In the new account, I enable the Template Library, redeem the key, and then “use this template now” or load it into a generator depending on how I want to use it.

Question 5

How do I transfer SuiteDash documents, dashboards, portal pages, and landing pages?

Accepted Answer

Same exact play: save as template, contribute, share privately, and redeem the key in the new account. Dashboards and portal pages are actually some of my favorites to move because they transfer cleanly when you do it this way. Landing pages can come over with the clickable buttons and links intact.

Question 6

Do SuiteDash forms transfer to SuiteKey, and what happens to custom fields?

Accepted Answer

Yes—forms are transferable through the template contribution method. But here’s the catch: custom fields get added in the new account when you import the form template. If you don’t manage that, you’ll end up with duplicate fields, so I always note it and clean them up in the Custom Fields area later.

Question 7

How can I recreate email content faster when email canvases/canons won’t transfer?

Accepted Answer

I don’t waste time trying to copy/paste the visual editor because it gets messy. I go into the email, edit it, and copy the HTML layer instead—then paste that into the new setup. That keeps the layout consistent and saves a ton of time.

Question 8

What order should I follow when moving from monthly SuiteDash to SuiteKey?

Accepted Answer

I recommend branding and core settings first, then recreate key structures like circles and templates. After that, handle integrations/gateways by copying your public/private keys and reactivating things like Zoom. Companies and clients come later—export them, then map fields carefully, especially if you’re trying to preserve form data.

SuiteDash Secrets: Master Your Monthly Account to SuiteKey Transfer

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