Skip to content

Commit 57c4abd

Browse files
Update Domain-Migration.md
1 parent f22192e commit 57c4abd

1 file changed

Lines changed: 39 additions & 8 deletions

File tree

docs/articles/new-expensify/domains/Domain-Migration.md

Lines changed: 39 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -7,28 +7,41 @@ keywords: [New Expensify, Workspaces, Domains, domain migration, change email do
77

88
If your company's email domain changes, such as from `@old-domain.com` to `@new-domain.com`, Expensify can help you migrate domain control and update employee logins.
99

10-
*Settings > Workspaces > Domains*
10+
---
11+
12+
## Before you start Domain Migration
1113

1214
**Important:** If your company uses the Expensify Card or active company card feeds, contact Concierge or your Account Manager before attempting a migration.
1315

1416
---
1517

16-
## Option 1: Automatic Domain Migration (Concierge-assisted)
18+
## How to migrate your domain automatically with assistance from Concierge
19+
20+
This is the recommended approach when possible.
21+
22+
Concierge can typically perform an automatic Domain Migration if:
1723

18-
Concierge can typically help with an automatic migration when:
19-
- The current domain or new domain is verified
24+
- The old domain or new domain is verified
2025
- Email addresses match a 1:1 format, such as `name@olddomain.com` to `name@newdomain.com`
21-
- Users have not already created separate accounts under the new email address
26+
- Members have not already created separate accounts under the new email address
2227

2328
If these conditions are met, message **Concierge** and request a **Domain Migration**.
2429

30+
Concierge will:
31+
32+
- Update login email addresses
33+
- Transfer domain control
34+
- Help preserve account history
35+
36+
This method reduces risk and avoids duplicate accounts.
37+
2538
---
2639

27-
## Option 2: Manual Domain Migration
40+
## How to migrate your domain manually
2841

29-
Use this approach if automatic migration isn’t possible.
42+
Use this approach if automatic migration isn’t possible. This process requires careful coordination to prevent duplicate accounts or lost history.
3043

31-
### Step-by-step instructions
44+
To manually migrate your domain:
3245

3346
1. Add your new email address as an additional contact method on your account.
3447
- [How to update your email address](https://help.expensify.com/articles/new-expensify/settings/Update-Email-Address)
@@ -43,3 +56,21 @@ Use this approach if automatic migration isn’t possible.
4356
6. Remove/reset any legacy domain setup that is no longer needed, such as removing extra domain admins from the old domain if applicable.
4457

4558
If employees already created separate accounts under the new email or you encounter errors during migration, message **Concierge** so Support can help you keep account history intact.
59+
60+
# FAQ
61+
62+
## Can I migrate my domain without losing expense history?
63+
64+
Yes. If done correctly, members keep their full expense history, reports, and approvals. To avoid duplicate accounts or lost history, use Concierge-assisted Domain Migration whenever possible.
65+
66+
## Do I need to verify the new domain before migrating?
67+
68+
Yes. You must claim and verify the new domain before transferring domain control or updating member login emails.
69+
70+
## What happens to the Expensify Card during Domain Migration?
71+
72+
If your company uses the Expensify Card or commercial card feeds, contact Concierge before starting migration. Card feeds may need to be moved manually to prevent transaction interruptions.
73+
74+
## Can I keep the old domain active after migration?
75+
76+
Yes. Some companies temporarily keep both domains active during transition. However, once migration is complete and verified, you can remove unnecessary admins and settings from the old domain.

0 commit comments

Comments
 (0)