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Transferring Experience Builder Across Accounts

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a month ago
LilyMaddox
Emerging Contributor

Hello everyone! I use ArcGIS Online and Experience Builder to build asset maps for various nonprofits to host as resource directories on their websites. I'm nearing the end of my first project, and it's about time to transfer all the content over to the client's newly created account. From my research, it seems that this is only possible between two Creator accounts -- meaning my client will need a paid license. I hope this at least is correct?

My next hurdle is transferring the content outside of my company's org. I have tried the ArcGIS Assistant to Copy Items for the webmap. That seems to work for the webmap, though I don't think the client will be thrilled that I need to log into their account to complete the transfer. Please correct me if I'm wrong there -- I haven't found a workaround yet. I also haven't figured out how to transfer the final product, the Experience Builder. It will be a relatively complex project (at least for me), with some complicated survey configurations... I'm a bit reluctant to go with the "walk them through the steps to rebuild it" method.

Has anyone successfully done this in a way that would be appropriate to replicate with a client? Would be very appreciative of any input 🙂 Please also specify how long it took you / how difficult it was to learn... I am pretty new to all this.

Thank you!

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1 Reply
JeffreyThompson2
MVP Frequent Contributor
  • You must have an ArcGIS Online User Type of Creator or higher to create, edit or be the owner of an Experience Builder project.
  • The only officially supported way to transfer an Experience Builder project between organizations is through the Python API. Technically possible, I have never seen anyone claiming to have actually done it successfully.
  • Consider setting up a Partnered Collaboration to get it into their ArcGIS Online environment.
    • You would retain technical ownership which could be a sticking point for legal/data governance reasons, but the client wouldn't need to pay for an upgraded license.
    • Maybe the data could be transferred through the ArcGIS Online Portal after setting up the partnership?
  • In the future, I would recommend getting an account in your client's organization and building the project directly in their environment. 
GIS Developer
City of Arlington, Texas
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