How to migrate a Billing Accounts to a new Carrier version [Step-by-Step guide]

When a Carrier's integration is updated in techSHIP, a new version becomes available for setup. This allows for two types of migration:

•  Organic Migration: New accounts are set up directly with the new carrier version, while older accounts continue to run on the previous version. This allows for a gradual transition without affecting existing setups.
• Active Migration: Existing accounts are manually moved from an old version to the new one.

This guide details the process for a safe and effective Active Migration, redirecting your setup from one Carrier connection (old) to another (new). Your Billing Accounts set at the Client Level will be "unplugged" from the old Carrier connection, and "plugged" to the new one:

This article is divided into the following sections:

1. Preparation and Testing
   1. Confirm availability
   2. Check for Recertification
   3. Set Up and Test the New Connection
2. Active Migration Process

I. PREPARATION AND TESTING

Before migrating your production accounts, it's essential to properly prepare and test the new carrier version to prevent any service disruptions:

i. Confirm Availability

First, ensure that techSHIP Support or your Implementation specialist has added the new carrier version to your portal. If it's missing, request it via a support ticket .

ii. Check for Recertification

Be aware that some carriers, like FedEx, may require you to get recertified if the new version uses different API keys than the old one. Always verify the carrier's specific onboarding requirements by referring to: techSHIP supported Carriers - Master List [Guides List].

iii. Set Up and Test the New Connection

1. Add and configure the Baseline Account for the new carrier version using the corresponding listed article in the techSHIP supported Carriers - Master List [Guides List].

2. Once configured, it is strongly recommended to test the connection. Create a Test Client in your portal if you don't already have one.

NOTE: For guidance, refer to: 10 - How to create a Client profile [Step-by-Step guide].

3. Create and assign a Billing Account for this Test Client using the new Baseline Account. Look for your carrier-specific article in the techSHIP supported Carriers - Master List [Guides List].

4. Process a test shipment to confirm you can successfully create a label. This validates that your new setup is working correctly. 

NOTE: For more information, see: 01 - Importing orders and processing them - [Step-by-step guide].

After successfully generating a test label, you can confidently proceed with the Active Migration. 

II. ACTIVE MIGRATION PROCESS

Follow these steps to migrate your Client Billing Accounts from the old version to the new one. 

1. Click Carriers under the Maintenance menu.

2. Select the old carrier version from which you want to migrate accounts.

3. Click the Accounts tab.

4. Click the Migrate button of the Baseline Account you wish to migrate.

5. Select the Client Billing Accounts you wish to migrate from the new pop-up window.

You can choose them one by one or use the Select All control.

6. Select the new version Baseline Account from the Target carrier/account list.

7. Press Migrate.

8. Press OK to confirm the action.