Transferring Customer Accounts between Vendors

The necessity to transfer a customer account from one vendor to another may appear in one the following cases:

  1. A customer knows that both vendors are resellers of the same provider and wants to switch from one reseller to another. This is a typical situation for providers that have local resellers operating under the provider’s brand.
  2. A reseller goes out of business and the provider needs to take over its customers.
  3. Two resellers get merged or a reseller’s department spins out.
  4. An operator erroneously created a customer account under a wrong vendor.

Provider’s staff can transfer customer accounts between two resellers, from a reseller to provider, or from provider to a reseller.

Reseller’s staff can only transfer customer accounts from the reseller to a sub-reseller, from sub-reseller to the reseller, or between two sub-resellers.

Customer account transfer can be performed in PCP/RCP. The ability to move customers requires the ACCOUNTS_CREATE_MODIFY privilege.