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# How to migrate a client from one panel to another

# Client Migration from One Panel to Another

The migration of a client from one panel to another may be necessary for various reasons, such as changing countries, modifying the plan (upgrade/downgrade), or correcting configuration errors. Below is the **complete step-by-step guide** to carry out this migration smoothly and without data loss.

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## 🔎 Preliminary Step — Check for Ongoing Operations

**Before requesting a user migration from one panel to another**, you must verify that there are **no ongoing operations** (installation, uninstallation, replacement) linked to the user account.

### ✅ How to check:

1. Go to **Fleeti Admin**.
2. Open the **Operations** tab.
3. Search for the **client account** you intend to migrate.
4. Look for any operation that is **not marked as “Terminated.”**

> ⚠️ **Important:**  
> - Do not proceed with the migration if there are operations that you want to terminate.  
> - Skipping this step may result in data inconsistencies and require operations to be restarted after migration.

Once all operations are terminated, proceed with the next steps.

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## Steps to Follow

### 1. Ensure All Client Information is Complete

Before you begin the migration, confirm the following fields are correctly filled in **Fleeti Admin**:

* Address, locality, and sub-locality  
* Account manager  
* Phone number (no special characters)

> ❗**Do not ignore error messages.**  
> ❗**Create a support ticket** for any error you don’t understand.  
> ❗**Ensure that no installation, uninstallation, or replacement operations** are in progress.  
> ❗**Follow all steps in this guide carefully.**

---

### 2. Send an Email to Fleeti Tracking Support

Email **support@navixy.com** with the following:

* **Client’s User ID:**  
  Found in the client/account view under the **Tracking Fleeti** provider section.

* **Departure Panel ID:**  
  Current panel of the client.

* **Arrival Panel ID:**  
  Target panel for the client.

> 📌 To find a panel’s ID:  
> Go to **Settings > Providers** and copy the **Administrator** identifier for the target country and plan.

---

### 3. Wait for Confirmation from Fleeti Tracking Support

Wait for confirmation that the migration is complete before proceeding.

> ⚠️ Do **not modify** the client account after the migration, except for the provider change.  
> ⚠️ If any step was skipped, **pause** and contact Fleeti Admin support via Crisp.

---

### 4. Update the Client's Account in Fleeti Admin

In **Fleeti Admin**:

1. Go to the **Account** tab of the client.
2. Update the following:** Provider Type, Country, Plan**
3. Choose **“Existing Account.”**
4. Select the appropriate client from the list.

### 5. Update the Customer's Country

If the customer has been migrated to a panel associated with a different country, 
make sure to update the **country field** in the customer's account details accordingly

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### 6. Verification

Ensure everything was migrated correctly:

* In **Fleeti Tracking**, confirm all assets are present.
* In **Fleeti Admin**, check that asset statuses match those shown in Fleeti Tracking.

---

### 7. Inform the Client About the New Fleeti Tracking URL

The Fleeti Tracking URL will change after migration.

**New URL format:** 
tracking.{country_code}.ci.premium.fleeti.co

**Example:**  
For Ivory Coast, the new URL would be `tracking.ci.premium.fleeti.co`

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#### 📨 Example Email to Client

**Subject:** Change of URL for Fleeti Tracking

Dear [Client's Name],

We want to inform you about an important change regarding your Fleeti subscription.

You have just been upgraded plan, and we would like to inform you that we have updated the URL for Fleeti Tracking accordingly.

From now on, you can access Fleeti Tracking using the new URL: [New URL]

Please note that your login credentials (username and password) remain unchanged.

We remain at your disposal for any questions or additional assistance.

Best regards,
The Fleeti Team

---

## What if the Client’s Address Was Missing Before Step 3?

If the migration was requested **before** the address was entered:

1. Email **support@navixy.com** requesting to return the client to the **default panel**. Include:
* **Client’s User ID, Departure Panel ID, Arrival Panel ID**
2. Wait for confirmation.
3. Go to **Fleeti Admin**, open the client account, and fill in:
* Address, Locality, Sub-locality
4. Once updated, **restart the migration process from Step 3**.


## In Case of Issues

If anything goes wrong during or after the migration:

* Open a **support ticket** with full details to get quick assistance.

By following these steps carefully, you can ensure a smooth migration with minimal disruption to the client’s tracking experience.