Unify Partner Sales consoles

If you have 2 or more Partner Sales Consoles for Google Workspace customers who span multiple currencies, you can unify the consoles into one. Doing so allows you to map customer accounts to a single currency and manage all customers using one Partner Sales Console.

The main console is the one that you migrate customers to. The console or consoles that originally contain the customers are the source consoles. You complete the following steps in both the main and source consoles. 

Choose your main console

Review a list of your consoles and decide what console will be your main one. When deciding, you might consider what is your preferred domain and what console (if any):

• Handles Google Cloud customers and Google Voice subscriptions with commitment plans—Migrating these customers is not supported, so you might choose a console that handles Google Cloud and Voice subscriptions as your main console.
• Has the most customers—Migrating customers creates more overhead, so you could choose a console that already has the most customers.
• Is set up with billing accounts in multiple currencies—If you migrate to a console that has some of the currency setup already done, you have fewer steps to complete.

If you are an administrator for:

• The main console—Proceed to the next section.
• The source console or consoles—Proceed to Steps for the source console.

Steps for the main console

Step 1: Add & invite source consoles

You must be a super admin in the main console to complete these steps. 

In your main Partner Sales Console:

1. Click Unify consolesAdd console.
2. For Account ID, enter the account ID (Reseller Public Identifier) of the source console.

   For more information, go to Find your Reseller Public Identifier (account ID).

3. Click Save & invite.

   The source console is added to the list of consoles and its status displays as Sent, pending invite acceptance.

4. (Optional) To add another source console, repeat the previous steps.
5. (Optional) To revoke the invitation, click Cancel inviteClose connection.

You complete the next steps in the source console. For details, go to Steps for source console (later on this page).

Step 2: Complete customer migration

To complete these steps, you must have the Add Customers privilege. 

In your main Partner Sales Console:

1. Click Unify consolesManage customer migration.
2. Check the boxes next to the customers you want to migrate and click Migrate selected. For a single customer, click Complete migration next to their name.
3. For each subscription, select a billing account for the customer.
4. Click Select & continue.

   The status changes to Migration in progress.

When the migration is complete, the customer is removed from the list. You can find the customer listed on the Customer page. For details, go to Search and view customers.

Steps for the source console

You complete the next steps in the source console or consoles. First, you accept the invitation from the main console, then initiate the migration of your customers. 

Step 1: Review & accept the invitation

You must be a super admin in the source console to complete these steps. 

In the source Partner Sales Console or consoles:

1. Click Unify consoles.
2. In the list of consoles, next to the console you want to review, click Review connection invite.
3. Review the invitation and click Accept connection invite. The status changes to Invite accepted, consoles connected.

   Important: After you accept the invitation, there is a 7-day waiting period before you can migrate customers to the main console.

If you want to remove the connection, click Close connectionClose connection.

Step 2: Check whether customers are ready to migrate

To complete these steps, you must have the Add Customers privilege. 

After you accept the invitation, you must wait 7 days before you can start the migration of source customers to the main console. 

In the source Partner Sales Console:

1. Click Unify consolesManage customer migration.
2. Confirm that the customer you want to migrate is listed under Ready to be migrated. Then, proceed to Step 3: Initiate customers' migration to the main console.
3. If the customer isn't listed, click Not ready for migration and review their status.
4. Click View details for more information.

Step 3: Initiate customers' migration to the main console

To complete these steps, you must have the Transfer Customers privilege.

In the source Partner Sales Console:

1. Click Unify consolesManage customer migration.
2. Check the boxes next to the customers you want to migrate and click Initiate migration for selected. For a single customer, click Initiate migration next to their name.
3. Click Initiate migration.
4. (Optional) To revoke the migration, click Cancel migrationConfirm cancel.

   The status changes to Ready to be migrated.

You complete the next steps in the main console. For details, go to Step 2: Complete customer migration.

FAQ

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General

Can I keep 2 or more consoles after the migration?

Yes, but we recommend that you consolidate to a single unified console to improve efficiency.

Can I change the currency used to pay for a subscription during a migration?

No. You can't change the commitment or payment currency of a Google Workspace subscription during a migration.

Billing

What is the impact when the billing account changes after a migration?

When you migrate a customer from a source console to the main console, the billing account changes. The impact depends on the payment plan the customer uses for their Google Workspace subscription.

Flexible or annual plans with a monthly (postpaid) payment

• The source console is charged a prorated amount for the portion of the last payment month before the customer migration.
• The main console is charged a prorated amount for the portion of the last payment month after the customer migration.

Example

You migrate a customer with a Google Workspace subscription to your main console on October 15. The billing account is charged:

• Source console–The prorated cost of the subscription from October 1 to October 14
• Main console–The prorated cost of the subscription from October 15 to October 31 and then the remaining portion of the subscription on a monthly (postpaid) basis

Annual plans with an annual (prepaid) payment

• The source console is credited a prorated amount for the portion of the commitment remaining at the time of the customer migration.
• The same prorated amount is charged to the main console.

Example

You migrate a customer with a Google Workspace subscription to your main console on October 15. The source console has prepaid for the entire year's commitment. Your October invoice shows:

• Source console–Credited (refunded) the prorated cost of the subscription from October 15 to the end of the subscription period
• Main console–Charged the same prorated cost of the subscription from October 15 to the end of the subscription period

How do I create a new billing account in the main console?

Click Partner billingNew Google Workspace billing account. Alternatively, you can complete this form.

Are billing accounts migrated?

Billing accounts are not migrated from the source console when you migrate customers. After a migration, you receive separate invoices for billing accounts in the source and main consoles.

Connect consoles

Why can't I migrate customers when the admin accepts the invitation?

After your consoles are connected, you must wait 7 days before you can migrate customers to the main console. The delay allows you to close the connection if it was created in error.

How can I change the console I'm connected to?

You can connect a source console to only one main console at a time. To connect to a different main console, close the connection with your existing main console. Then, a different main console can send you an invitation to connect.

Main consoles can be connected to multiple source consoles. If you want to remove a source console, close the connection. If you want to add a new source console, send a new console connection invitation.

Migrate customers

How do I reverse a customer migration?

Important: Once completed, you cannot use the Partner Sales Console to reverse customer migrations. 

If you need to reverse a migration, request support through the Customer Care Portal.

How do I ensure that the legal entity associated with a customer doesn't change?

To ensure that the legal entity doesn't change, select the billing account that has the same legal entity as the one that's currently associated with the Google Workspace subscription in your source console.

If the migration process changes the customer's legal entity, you will get a notification in the console before you proceed.

Why isn't my customer ready for migration when there are no blocking issues?

Migration status is updated periodically. It could take up to 12 hours for a customer's migration status to change to the Ready to be migrated status.

How long does a customer migration take?

A customer migration usually takes a few minutes. In rare cases, it could take longer.

What happens to offline subscriptions that are associated with a migrated customer?

When you migrate a customer, all their online and offline subscriptions move to the main console.

If you order additional offline subscriptions for the customer, use the main console.

What happens to a migrated customer's order history?

The customer's order history isn't copied from the source console to the main console. Preexisting order history remains visible in the source console and new changes to subscriptions show in the main console.