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Moving Customers Between Resellers

Overview​

Moving customers between resellers may be necessary for various business or operational reasons, including:

  • Reseller Consolidation: Combining customer accounts under fewer resellers to simplify management.
  • Service Upgrades: Transferring customers to resellers with more comprehensive service offerings.
  • Reseller Termination: Reassigning customers when a reseller is no longer active or supported.

User moves can only be performed by Service Provider Administrators or Reseller Administrators. When moving a customer, they are also moved within Active Directory to the new Reseller OU.

Important Notes​

  • When a customer is moved, all services provisioned to the customer are also moved, meaning all users are reprovisioned.
  • If the destination customer doesn’t have a service currently provisioned to the user, the user cannot be moved. The service must be provisioned at the destination customer before the user can be moved.
  • Services and Service Plans must be equal between resellers.
    • Example: If the customer uses Workspace and the new reseller doesn't have Workspace, the move cannot proceed.

Process​

How to Move a Customer via the Web Interface​

  1. Navigate to the Customer Move Function:
    • Go to Customers > Configuration > Customer Move

Customer Move

  1. Select the Customer and New Reseller:
    • Choose the customer you want to move.
    • Select the new reseller where you want the customer to be moved.

Customer Move

  1. Validation:

    • Click Load Customers to run a validation process.
    • This confirms that service plans for both resellers are compatible.

  2. Match Relevant Plans:

    • Match the relevant service plans between the source and destination resellers.
    • If running multi-location, configure the customer’s new location.

Customer Move

  1. Move the Customer:
    • Select Move once service plans have been correctly matched.
    • A confirmation screen will appear once the database move is successful.

Customer Move

  • While the user(s) and service(s) are being reprovisioned, this action will be shown as a bulk request on the Provisioning Requests screen.

How to Move a Customer via the API​

  1. Prepare the API Request:
    • Set the ParentID of the customer to match the new ParentID of the destination reseller.
    • Ensure that service plans are correctly configured for both resellers.

Example API Request:​

$ApiRequest = @"
<?xml version=`"1.0`" encoding=`"utf-8`"?>
<request version=`"1.0`" action=`"SET`">
	<customer>
		<name>ATR</name>
		<parent>
			<name>HNP</name>
		</parent>
		<status>Provisioned</status>
	</customer>
</request>
"@
 
# Initialize the client
$client = New-Object -TypeName System.Net.WebClient -Property @{
    Credentials = New-Object System.Net.NetworkCredential(Get-Credential)
}
 
$apiUrl = "https://atriaweb/cortexapi/default.aspx"
 
$response = ""
[xml]$xml = $response = $client.UploadString($apiUrl, $apiRequest)
$response

For any questions or issues you may experience with the Customer Move feature, please contact us at support@getatria.com.