Scenario

You are an Exclaimer reseller and need to transfer a customer to another reseller.

Resolution

Transfers are done by raising a request during the 90 day renewal window. Requests cannot be done in advance - you must submit them during this period prior to renewal.

To raise a request to transfer:
  1. Navigate to https://support.exclaimer.com/hc/en-gb/requests/new or select Submit a request in the header of any knowledge base page.


    The Submit a request button as seen on the Home page.

  2. From the How can we help? drop-down, select Account Services.


    The Account Services request screen.

  3. [Optional] Enter any emails to CC the request to.

  4. Enter a subject line in the Subject field.

  5. Enter your request in the Description field.

  6. From the What can we help with? drop-down, select Account, then Transfer subscription.

  7. Enter the details in the resulting fields. The fields are:

    Who is the end-user?
    Subscription ID
    Current Owner email
    Who is the current reseller?
    Who will the new reseller be?
    Invoice contact
    Payment schedule (drop-down)
    Payment method (drop-down)

  8. [Optional] Add any supporting attachments by selecting or using drag-and-drop on the Add file or drop files here banner button.

Once all the necessary information has been provided, invoices are cleared, and the Sub ID confirmation is received, then Exclaimer will process the transfer at the subscription renewal date. The customer's account will be moved from the current reseller to the new reseller.