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Data Transfer Approval Form

Submit this form to authorize the transfer of data between DaySmart accounts or business databases.

Kyle Goodman avatar
Written by Kyle Goodman
Updated today

📝 Overview

This article explains how to request and approve the transfer of business data from one account owner’s database to another within the software. It covers required authorizations, form submission steps, and what happens after your request is reviewed.

🔑 Authorizations

Before submitting your request, ensure you have:

  • Authorization from the current account owner to transfer data.

  • A valid government-issued photo ID of the original account owner to attach.

  • Awareness that DaySmart Software, Inc. reserves the right to approve or decline transactions at its discretion.

🛠️ Procedure

This section describes how to complete and submit the Data Transfer Approval Form and outlines next steps.

⚠️ Before you submit:

  • Prepare a copy of the original owner’s photo ID (driver’s license or equivalent) as it is required.

  • Confirm both account databases involved are properly identified and valid.

  • Understand that processing may take up to one business day, and requests may be declined for any reason.

📄 Fill Out & Submit the Form

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  1. Click the link for the Data Transfer Approval Form.

  2. Complete all required fields on the form, incomplete submissions cannot be processed.

  3. Upload the original account owner’s ID as requested in the form.

  4. Review the form for accuracy, incorrect information will delay processing.

  5. Submit the form or email your documents to [email protected] to initiate processing.

📬 What Happens After Submission

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  • The request will be reviewed and validated by the company.

  • If approved, business data is transferred to the target account owner’s database.

  • You’ll receive confirmation once the transfer is complete or if additional information is needed.

❓ FAQs

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

How long does the data transfer take?

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Requests are typically reviewed and processed within one business day, depending on the accuracy of your documentation and account verification. If your request is approved, you’ll receive an email within one business day confirming approval and that the transfer has been started. Once the actual data transfer begins, it generally takes 2–4 business days to complete, but timing can vary based on request volume and the type/amount of data being converted.

What happens if I didn’t provide the required ID?

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Your request will be delayed or denied. Be sure to attach a clear photo of the original account owner’s ID when submitting.

Can the request be declined after submission?

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Yes, DaySmart reserves the right to decline any request at its discretion, including for insufficient authorization or invalid documentation.

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