Migrate subscriptions from one agreement to another

If you have Visual Studio subscriptions assigned as part of one agreement and your company purchases a new agreement, you might need to migrate subscribers from the current agreement to the new one. This article explains how to move your assigned subscriptions to the new agreement.

When you move your subscribers to the new agreement, here's what happens:

The process for moving subscribers to the new agreement consists of three steps:

  1. Export your current subscription assignments from the old agreement.
  2. Prepare a subscription list for upload to the new agreement.
  3. Upload your subscription list to the new agreement.

Note the following considerations before you start this process:

Export your current subscription assignments

The first step to migrate your assigned subscriptions from one agreement to another is to export your current subscription assignments as a CSV file. In the Visual Studio Subscriptions admin portal, you can export a list of your subscribers and details about their assignments.

This information includes:

The list is exported as a CSV file that you can easily open in Microsoft Excel so you can prepare it for uploading to the new agreement.

To export your assigned subscriptions:

  1. Sign in to the admin portal.
  2. Select the Export tab.
  3. A CSV file downloads to your computer. The name of the file reflects the name and type of your current agreement and the date the file was created.

Export subscribers

Prepare your subscription list for upload to the new agreement

Take these steps to open your exported subscriptions list and move the relevant data to a template for upload to the new agreement:

  1. Locate and open the file that was created when you exported your subscriptions list. You should see the following column names and their associated data:

Not all the fields in the exported CSV file are needed in the file used to upload your subscriptions to the new agreement. The fields appearing in bold in the previous list appear in the template used to upload your list.

Download the Excel template that you use to upload your subscriptions.

  1. Sign in to the admin portal.
  2. On the Manage Subscribers tab, select your new agreement in the dropdown list:

Choose agreement

Download bulk add template

Note The order of the columns in the exported subscriber list is different from the order in the template. The names of the columns also differ slightly. The following table shows the names of the fields that are common to both spreadsheets:

Export list Bulk add template
Subscriber Name Name
Email Sign-in Email
Notification Email Address Notification Email
Subscription Level Subscription Level
Reference Reference
Downloads Downloads
Country Country
Language Language

Important Do not copy data from the Subscription GUID column into the bulk add template. Leave that column blank in the Bulk add template. Adding the GUIDs will cause the upload to fail.

Tip If you have a lot of subscribers, you might find it helpful to use keyboard shortcuts when you're copying and pasting data. To select all the entries in a column like "Subscriber Name", select the first entry in the column (not the column heading), select and hold Ctrl+Shift, and then select the Down arrow key. This will select all the data in that column.

Upload your subscription list to the new agreement

  1. In the admin portal, if the Upload multiple subscribers dialog is still open, select the Browse button. Go to the location where you saved your subscription list, select it, and then select Open. (If the dialog isn't open, choose Add, and then select Bulk add.)

Browse template

After you add your subscribers to your new agreement, you should remove them from your old agreement. Removing them will prevent them from getting notifications about their old subscriptions.

Resources

For help with managing Visual Studio subscriptions, see Visual Studio Subscription support.

See also

Next steps