Transferring a Client
Client transfers let you securely move a client from your MSP account to another MSP's account. The receiving MSP takes ownership of the client profile, users, and contracts.
Plan requirement: Client transfers require a Pro ($199/mo) or White-Label ($248/mo) plan. Attempting to initiate a transfer on a Starter plan returns an error. Analytics and client transfers are both gated at Pro and above.
Before you start
- You must be an MSP admin.
- Your account must be on a Pro or White-Label plan.
- The client must be active and owned by your MSP.
- You need the Transfer ID of the receiving MSP.
Finding your Transfer ID
Your Transfer ID is a unique code that identifies your MSP during transfers. Share it only with trusted partner MSPs.
- Go to Settings > Transfers (
/settings/transfers). - Your Transfer ID is displayed on this page.
- Copy it to share with another MSP, or generate a new one if needed.
Initiating a transfer (sending MSP)
- Open the client's detail page.
- Click Transfer Client.
- Enter the receiving MSP's Transfer ID.
- Confirm the transfer. A pending transfer record is created and expires in 7 days if not accepted.
What gets transferred
| Item | What happens |
|---|---|
| Client profile and information | Moved to receiving MSP |
| Active contracts | Copied as drafts under the receiving MSP |
| User associations | Transferred to the receiving MSP |
| Historical data | Included in the transfer |
Original contracts remain accessible to your MSP and are marked with a "transferred" status. They are linked to the new draft contracts created under the receiving MSP.
Accepting a transfer (receiving MSP)
- You will receive a transfer request notification.
- Go to Settings > Transfers (
/settings/transfers) to review pending incoming transfers. - Review the client details and associated contracts.
- Click Accept or Reject.
If you accept:
- The client is associated with your MSP.
- Draft contracts are created from the originals.
- Users are transferred.
After the transfer
- The sending MSP's contracts are marked as transferred.
- The receiving MSP has draft contracts ready for review, customization, and re-signing.
- An audit log entry is created for every action: initiation, acceptance, or rejection.
Troubleshooting
"Client transfers require a Pro or White-Label plan" error Your account is on the Starter plan. Upgrade to Pro ($199/mo) or White-Label ($248/mo) to use this feature.
"Receiving MSP not found" error Double-check the Transfer ID with the receiving MSP. Transfer IDs are case-sensitive.
Transfer expired Transfers expire after 7 days if the receiving MSP does not respond. Initiate a new transfer from the client detail page.
Contract transfer issues Review the contract status before transferring. Contracts with pending signatures may require attention after the transfer completes.
Security and audit
- Only MSP admins can initiate or accept transfers.
- The API verifies that the client belongs to your MSP before creating a transfer record.
- Every transfer action (initiation, acceptance, rejection, contract copy, user move) is written to an audit log with a timestamp, source MSP, destination MSP, and affected records.
Getting help
- Use the AI Assistant (chat icon in the app).
- Email support@xclause.com.
- White-Label customers: contact your dedicated account manager.