Move Subscriptions from one Customer to another
From Smartbilling
Move Subscriptions from one Customer to another
Simply follow the instructions below:
- Export the data for the relevant objects below to an Excel spreadsheet by using (or creating) a report, or else by exporting from a screen view.
- Service Locations
- Subscribers
- Subscriber charges
- Manipulate the columns in each worksheet so that they match the Location, Subscriber and Subscriber Charges import templates.
- Change the Effective from date to the date that you wish for the change to be effective.
- Change the Customer Account Number column per your spreadsheet for the Subscribers and Service Locations
- Terminate (close) the existing Subscriptions under the client 8CC-ON as of the day prior to the one you wish for the change to be effective
- Import the Locations, Subscribers and Subscriber Charges
- Verify that everything is correct.