Moving plans between subscriptions

How to move plans between subscriptions

Sometimes you may need to make an online copy of a plan or move an existing plan to a new subscription. The steps below move both the plan data and the users:

  • Open the plan in the Windows application 
  • Click on the Browse button and on the Online Plans tab click the "Upload current plan" button 
  • Select the target subscription from the list
  • Rename the plan (optional if you are moving the plan to a new subscription)

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Updated: December 14th, 2022