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# How to Migrate a TruGrid Tenant

# 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.

| NOTE: If you are a new Service provider customer that has Customers who already use TruGrid and want to be migrated to your management, please reach out via TruGrid chat or apply for the MSP partner program using the following link: 

https://www.trugrid.com/partnerapp
---

## 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](mailto: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](mailto: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

| NOTE: Migration cannot proceed without authorization from the primary contact in charge of the tenant to be migrated

---

## 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](mailto: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](mailto: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.