Create a selective transfer

  1. Open Workspace → Transfer → Create a transfer.
  2. Select the contact lists, accounts, settings, agents, and other supported data to include, or choose All within a category.
  3. Review automatically required dependencies and the accounts whose passwords will travel. Do not include a personal account merely because a staff member needs one template.
  4. Set a password of at least 6 characters; no complex-character policy is required.
  5. Select Transfer Now, choose the destination folder, and wait for the .tfamailer export to finish.

This is encrypted file sharing, not a cloud transfer. Deliver the archive and password safely, preferably through separate channels. Unlike same-email Backup, a transfer can be imported by another registered user. It does not give them your license entitlement.

AeroMailer interface: Transfer selected data and merge it on another computer
Sample-data app screenshot. Select the image to view it at full size; your accounts and content will differ.

Import and review the merge

  1. On the destination, open Workspace → Transfer → Import and select a .tfamailer file.
  2. Enter the correct password and inspect the authenticated archive review.
  3. Resolve or cancel identity/Variable conflicts and confirm any new Variable definitions. Make a destination backup first.
  4. Confirm the staged import and follow the restart instructions.
  5. Verify imported records and account resources before explicitly enabling connections or automation.

What merge preserves

Matching destination records and account credentials are retained rather than silently overwritten. Contact-list memberships can be combined; opt-out/unsubscribe protections are not relaxed, deleted contacts are not revived, and conflicting email/phone identities or incompatible Variable types need resolution instead of guessing. Re-importing an already completed transfer is rejected to avoid duplicate application.

Credentials, attachments, agents, and account references may require additional dependencies beyond the item you first selected. Review the final scope. Imported mail accounts, AI, replies, forwarding, off-hours, and campaign automation remain paused/inactive until reviewed. Contact Sync remains on a review hold until explicit Sync now.

Privacy and limits

Staff transfers exclude private AI Assistant conversations/memory, license/device identity, local peer approvals, and OS/scanner installation details. Destination backup schedules/paths remain local. A transfer is not an editable ZIP or an ordinary email template file. Use Backup for a same-owner replacement restore, and test a small transfer before sharing a large workspace.

Review newer categories before sharing

Choose only the planner items, task lists, vCards, scheduled messages, or Inbox accounts you intend to share. POP3 history is scoped to the selected Inbox accounts; imported older history does not trigger automated delivery. Staff transfers exclude private OpenPGP keys, MCP tokens/grants, and unrelated private link data. Review imported jobs and reminders after merge.