Migrate subscriptions from one agreement to another

If you have Visual Studio subscriptions assigned to subscribers as part of one agreement and your company purchases a new agreement, you might need to migrate subscribers from the current agreement to the new one. This article explains how to move your assigned subscriptions to the new agreement.

When you move your subscribers to the new agreement, here's what happens:

  • They get a new subscription GUID.
  • Their benefits are reset. For example, if they've previously used a training benefit, they'll receive a new instance of that benefit.
  • If they were using Azure individual credits in their old subscription, they'll need to activate a new subscription and transfer their Azure assets to it.

The process for moving subscribers to the new agreement consists of three steps:

  1. Export your current subscription assignments from the old agreement.
  2. Prepare a subscription list for upload to the new agreement.
  3. Upload your subscription list to the new agreement.

Important

Note the following considerations before you start this process:

  • If your reseller selected the option to automatically transfer the subscribers to the new agreement when it was purchased, you might not see the changes until 48-72 hours after the agreement was submitted. Before you proceed with the process to manually move your subscribers, check with your reseller.
  • You can use Azure Active Directory (Azure AD) groups to simplify the process of moving subscribers to the new agreement. For more information, see Assigning subscriptions by using Azure AD groups.

Export your current subscription assignments

The first step to migrate your assigned subscriptions from one agreement to another is to export your current subscription assignments as a CSV file. In the Visual Studio Subscriptions administration portal, you can export a list of your subscribers and details about their assignments.

This information includes:

  • Subscriber name.
  • Email address.
  • Notification email address.
  • Subscription level.
  • Assigned date.
  • Expiration date.
  • Reference field.
  • Whether downloads are enabled.
  • Country.
  • Language.
  • Subscription status.
  • Subscription GUID.

The list is exported as a CSV file that you can easily open in Microsoft Excel so you can prepare it for uploading to the new agreement.

To export your assigned subscriptions:

  1. Sign in to the admin portal.

  2. Select the Export tab.

  3. A CSV file will download to your computer. The name of the file will reflect the name and type of your current agreement and the date the file was created.

    Export subscribers

Prepare your subscription list for upload to the new agreement

Take these steps to open your exported subscriptions list and move the relevant data to a template for upload to the new agreement:

  1. Locate and open the file that was created when you exported your subscriptions list. You should see the following column names and their associated data:

    • Subscriber Name
    • Email
    • Notification Email Address
    • AAD Group
    • Subscription Level
    • Assigned
    • Activated
    • Expiration Date (UTC)
    • Reference
    • Downloads
    • Country
    • Language
    • Subscription Status
    • Subscription GUID
    • Usage Status

    Not all the fields in the exported CSV file are needed in the file that's used to upload your subscriptions to the new agreement. The fields appearing in bold in the previous list will appear in the template used to upload your list.

  2. Download the Excel template that you'll use to upload your subscriptions.

    1. Sign in to the admin portal.

    2. On the Manage Subscribers tab, select your new agreement in the dropdown list:

      Choose agreement

    3. Select Add and then select Bulk add.

    4. The Upload multiple subscribers dialog appears.

    5. Under step 2, select the Download link to download the template.

      Download bulk add template

      The template will appear in your Downloads folder.

    6. Open the template.

  3. Open both the exported subscriber list and the empty bulk add template. Manually copy your subscription data from the exported list and paste it into the template.

    Note that the order of the columns in the exported subscriber list is different from the order in the template. The names of the columns also differ slightly. The following table shows the names of the fields that are common to both spreadsheets:

    Export list Bulk add template
    Subscriber Name Name
    Email Sign-in Email
    Notification Email Address Notification Email
    Subscription Level Subscription Level
    Reference Reference
    Downloads Downloads
    Country Country
    Language Language
    Subscription GUID Subscription GUID

    Tip

    If you have a lot of subscribers, you might find it helpful to use keyboard shortcuts when you're copying and pasting data. To select all the entries in a column like Subscriber Name, select the first entry in the column (not the column heading), select and hold Ctrl+Shift, and then select the Down arrow key. This will select all the data in that column.

  4. When all your data is moved to the bulk add template, save the template and close it. This list is the subscription list that you'll upload to your new agreement.

Upload your subscription list to the new agreement

  1. In the admin portal, if the Upload multiple subscribers dialog is still open, select the Browse button. Go to the location where you saved your subscription list, select it, and then select Open. (If the dialog is not open, choose Add, and then select Bulk add.)

    Browse template

  2. The name of your subscription list will appear in the Upload multiple subscribers dialog. Select OK to upload the file.

    In the admin portal, you might briefly see a status message stating that a file is being uploaded. When the upload is complete, you'll see the message Subscribers updated successfully. The migration of your subscribers from your old agreement to your new one is complete.

Note

After you add your subscribers to your new agreement, you should remove them from your old agreement. Removing them will prevent them from getting notifications about their old subscriptions.

Resources

See also

Next steps