How to migrate a client to the Premium plan
The migration of a client from one Fleeti panel to another may be necessary for various reasons, such as changing countries, modifying the plan (upgrading or downgrading), or in case of errors during initial configuration. Here is a detailed guide on how to proceed with this migration.
Before you begin, make sure that all mandatory information is filled in for the client's account on Fleeti Admin.
Especially: The address, locality, and sub-locality, the account manager, and the phone number (adhere to the format with no special characters).
Do not ignore error messages; create a ticket as soon as you encounter an error message that you do not understand.
The first step is to inform Fleeti Tracking support by sending an email to support@navixy.com. Make sure to include the following information in the email:
- Client's User ID: Unique identifier of the client in the provider's system.
To find out the client's provider ID, go to the client/account view and copy the UserID from the Tracking Fleeti provider section.
- Departure Panel ID: Identifier of the client's current panel.
- Arrival Panel ID: Identifier of the panel to which the client should be moved.
To find out a panel's ID, go to the Settings/Providers menu and copy the corresponding Administrator identifier for the country and plan.
Wait for the reply email from Fleeti Tracking support confirming that the migration has been successfully completed.
Under no circumstances should the client's account be modified after the migration to the premium plan. The only action to be taken after switching to the Premium plan is the modification of the provider as indicated below.
If you missed any of the previous steps, you should stop all actions and contact Fleeti Admin support on Crisp with all the details to obtain the required assistance.
Go to Fleeti Admin and follow these steps:
- In the client's view, go to the "Account" tab.
- Modify the panel information as needed:
- Provider Type: Select the provider type.
- Country: Choose the new country for the client.
- Plan: Select the new Premium plan.
- Choose the "Existing Account" option.
- Select the client from the list.
It is crucial to verify that the migration has been carried out without any issues. Follow these verifications:
- Access Fleeti Tracking and ensure that all the client's assets are still present.
- Check that the status of assets on Fleeti Admin matches what is displayed on Fleeti Tracking.
The Fleeti Tracking URL has changed for the client and sub-users. Therefore, you need to communicate the new link to them. The new URL has the following format: tracking.{country_code}.premium.fleeti.co.
Example: For Ivory Coast, where the default plan URL is tracking.ci.fleeti.co, the Premium plan URL will be tracking.ci.premium.fleeti.co.
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 to the Premium 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].
We want to emphasize that this change of URL does not affect your user experience in any way. Your login credentials (username and password) remain unchanged.
We remain at your disposal for any questions or additional assistance.
Best regards,
[The Fleeti Team]
The login and password for accessing Fleeti Tracking remain unchanged for clients.
- Send an email to Fleeti Tracking support at support@navixy.com requesting them to bring the client back to the default panel. Make sure to include the following information in the email:
Client's User ID: Unique identifier of the client in the provider's system.
ID of the default panel: Identifier of the client's initial panel.
ID of the premium panel: Identifier of the panel to which the client has been moved.
- Wait for confirmation from Fleeti Tracking support.
- Return to the Fleeti Admin client account view and go to the account tab to edit the client's information (address, locality, sub-locality, etc.).
- Once these modifications are made, resume the migration process from step 1.
If there are any problems or inconsistencies during or after the migration, feel free to open a ticket with support. This will ensure quick assistance in resolving any issues encountered during the migration process.
By following these steps accurately, migrating a client from one panel to another can be efficiently done without significant interruption to their tracking activities.
Steps to Follow
Before you begin, make sure that all mandatory information is filled in for the client's account on Fleeti Admin.
Especially: The address, locality, and sub-locality, the account manager, and the phone number (adhere to the format with no special characters).
Do not ignore error messages; create a ticket as soon as you encounter an error message that you do not understand.
1. Send an Email to Fleeti Tracking Support
The first step is to inform Fleeti Tracking support by sending an email to support@navixy.com. Make sure to include the following information in the email:
- Client's User ID: Unique identifier of the client in the provider's system.
To find out the client's provider ID, go to the client/account view and copy the UserID from the Tracking Fleeti provider section.
- Departure Panel ID: Identifier of the client's current panel.
- Arrival Panel ID: Identifier of the panel to which the client should be moved.
To find out a panel's ID, go to the Settings/Providers menu and copy the corresponding Administrator identifier for the country and plan.
2. Wait for Confirmation from Fleeti Tracking Support
Wait for the reply email from Fleeti Tracking support confirming that the migration has been successfully completed.
Under no circumstances should the client's account be modified after the migration to the premium plan. The only action to be taken after switching to the Premium plan is the modification of the provider as indicated below.
If you missed any of the previous steps, you should stop all actions and contact Fleeti Admin support on Crisp with all the details to obtain the required assistance.
3. Modify Client's Information in Fleeti Admin
Go to Fleeti Admin and follow these steps:
- In the client's view, go to the "Account" tab.
- Modify the panel information as needed:
- Provider Type: Select the provider type.
- Country: Choose the new country for the client.
- Plan: Select the new Premium plan.
- Choose the "Existing Account" option.
- Select the client from the list.
4. Verification
It is crucial to verify that the migration has been carried out without any issues. Follow these verifications:
- Access Fleeti Tracking and ensure that all the client's assets are still present.
- Check that the status of assets on Fleeti Admin matches what is displayed on Fleeti Tracking.
5. Communicate the New Fleeti Tracking URL to the Client
The Fleeti Tracking URL has changed for the client and sub-users. Therefore, you need to communicate the new link to them. The new URL has the following format: tracking.{country_code}.premium.fleeti.co.
Example: For Ivory Coast, where the default plan URL is tracking.ci.fleeti.co, the Premium plan URL will be tracking.ci.premium.fleeti.co.
Example for the email to be sent to the 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 to the Premium 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].
We want to emphasize that this change of URL does not affect your user experience in any way. Your login credentials (username and password) remain unchanged.
We remain at your disposal for any questions or additional assistance.
Best regards,
[The Fleeti Team]
The login and password for accessing Fleeti Tracking remain unchanged for clients.
What to do if the client account address has not been provided before sending step 1?
- Send an email to Fleeti Tracking support at support@navixy.com requesting them to bring the client back to the default panel. Make sure to include the following information in the email:
Client's User ID: Unique identifier of the client in the provider's system.
ID of the default panel: Identifier of the client's initial panel.
ID of the premium panel: Identifier of the panel to which the client has been moved.
- Wait for confirmation from Fleeti Tracking support.
- Return to the Fleeti Admin client account view and go to the account tab to edit the client's information (address, locality, sub-locality, etc.).
- Once these modifications are made, resume the migration process from step 1.
In Case of Issues
If there are any problems or inconsistencies during or after the migration, feel free to open a ticket with support. This will ensure quick assistance in resolving any issues encountered during the migration process.
By following these steps accurately, migrating a client from one panel to another can be efficiently done without significant interruption to their tracking activities.
Updated on: 26/02/2024
Thank you!