It is possible to transfer a customer to another partner within DefensX. The migration process can be completed in two steps with support from both partners.
Here is an example scenario:
Step-1: Creating the migration token
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Partner-1 opens their DefensX Backend and navigates to the Customers menu in the left pane.
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Click on the name of Customer-X to access the main customer screen.
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Click on the Migration button to enter the migration token management page.
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Click on the Generate Token button to create a new migration token.
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Copy the generated token value and send it to the Partner-2
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Tip
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If you decide to disable the migration after generating a migration token, you can also use the Delete Token option in this menu to remove the token and disable the migration.
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Step-2: Migrating the customer to the new Partner
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Partner-2 receives the migration token from the Partner-1.
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Partner-2 opens their DefensX Backend and navigates to Customers menu from the left pane.
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Click on the Import by Token button from the top-right
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Paste the received migration token value and click on the Migrate button.
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Important
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If you enter too many incorrect tokens during this step, the system will automatically disable the migration for a certain period of time. If this occurs, you will need to wait and try again later.
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