Bulk transfer senders from one account to another
Wednesday, April 29, 2020 at 01:25pmHi,
We are creating new Onespan Sign accounts, and need to transfer senders from older accounts to the new ones. Since there are over 1,000 senders to transfer between accounts, is there a way to do it in bulk ?
Also, Once transfered, how will sender login work ? Will it be organic by using their current credentials, or will they have to create a new account ?
Finally, is there a way to preserve history ? Some senders might have opened transactions. Can transactions be transfered as well ? Can completed transactions stay in their "new" dashboard ?
Thank you !
Reply to: Bulk transfer senders from one account to another
Wednesday, April 29, 2020 at 02:13pmHi Jonathan,
If we are talking about the SaaS environment, there's a backoffice function allows to merge senders across accounts within the same environment. Theoretically, all transactions, templates and layouts would be transferred. Login credentials will be the same, but API Key will be changed if your integration required to retrieve API Keys for all senders.
This operation has to be done by support team ([email protected]) and considering you have a large quantity of senders to merge, please send your request to support team and confirm with them.
Duo
Reply to: Hi Jonathan, If we are…
Monday, May 4, 2020 at 12:55pmThat's great, thank you Duo for this information. I'll email support for further details.
Best,
Jonathan