TruGrid Tenant Migration Guide

Tenant migrations require coordination between the customer, TruGrid Support, and (where applicable) a new Managed Service Provider (MSP). This guide outlines the required steps for a successful migration.

1. Start a Migration Request

1. Open a chat session with TruGrid Support.
2. State that you would like to initiate a Tenant Migration or MSP Migration.
3. A support agent will confirm your request and provide the next steps.

2. Complete the Migration Form

The TruGrid Support agent will:

• Provide you with the official Migration Request Form: https://trugrid.com/migrate
• Request that you complete the form in full.
• Validate the required migration type:

a. Business Customer → MSP

b. MSP Customer → New MSP

c. MSP → Business Account

• Inform you that an authorized user must send an email to help@trugrid.com confirming the migration request

3. Authorized Customer Confirmation

After submitting the form:

• An authorized user must send an email to help@trugrid.com confirming the migration request
• TruGrid Support cannot proceed without an explicit email confirmation.
• After authorization to migrate is received, TruGrid will schedule the migration
• TruGrid will notify affected parties of the migration date
• TruGrid Support will notify the new MSP / business to allocate licenses to the migrated tenant

Example: How to Submit a Migration Request

Scenario

A business customer wants to transfer their TruGrid tenant from their current MSP (ABC Technology) to a new MSP (DEF Technology).

Steps

1. Contact TruGrid Support

Open a chat and state:

“I would like to request a tenant migration from my current MSP (ABC Technology) to a new MSP (DEF Technology).”

2. Complete the Migration Form

After receiving the form from Support, fill it out with:

• Current MSP: ABC Technology
• New MSP: DEF Technology
• Tenant details
• Authorized contact information

3. Send the Authorization Email

An authorized user (e.g., business owner or IT admin) sends an email to help@trugrid.com confirming:

• They approve the migration
• The form information is accurate
• Support team confirm ETA with Escalation team and client
• They authorize moving the tenant to new MSP (DEF Technology)

4. Support Verification and License Allocation

TruGrid Support will verify:

• Form completeness
• Authorization email validity (from help@trugrid.com inbox)
• Confirmation from DEF Technology

Once complete, TruGrid Support notifies the new MSP so they can allocate licenses to the migrated tenant.

Updated on: 03/12/2025