Transfer a Google customer from one reseller to another from a Quote

The Google Transfer Tool allows Marketplace Managers to transfer a Google Account (Tenant) and its associated subscriptions from an external Google Reseller account (example: Reseller A) or directly from Google to another Google Reseller account (example: Reseller B) within the Marketplace from a quote/opportunity flow. When plan and quantity changes are enabled on your marketplace, the transfer quote can also change the pricing plan and the quantity of each transferred subscription.

Prerequisites

Before using the Google Transfer Tool, ensure the following prerequisites are met:

⚠️ Warning: Partners must conduct a production UAT (User Acceptance Testing) before enabling this feature, as Google does not support sandbox testing. If issues arise during UAT, contact your AppDirect representative for assistance.

• The feature is not enabled by default. Contact your AppDirect technical representative to request this feature.

• Setting enablement is required. Contact your AppDirect technical representative to enable the setting.

• Plan and quantity changes are a separate capability and are not enabled by default. If they are not enabled, the pricing plan and quantity on the quote must match the customer's current Google subscription. Contact your AppDirect technical representative to request enablement.

• Set up Google integration, if not done already. Refer to Sell and manage Google products for more details.

  ⛔ Caution: Double-check all prerequisites and marketplace settings as specified in this section, even if previously configured.

• Verify that the Google Products for which the transfer is being executed are present on the platform and are added to the quote being created for a transfer customer.

• Ensure that the customer has generated a transfer authorization. For details, refer to the Generate Transfer Authorization documentation.

• Ensure a valid payment instrument or method is set up for the customer.

⚠️ Warning: The transfer process is comprehensive and includes all of the customer's Google subscriptions. If a customer has subscriptions for products that are not yet set up in the AppDirect marketplace, the transfer still completes on Google's side. These subscriptions will have to be onboarded onto the platform after the corresponding products are created.

To transfer a customer through a quote:

1. Create a quote for the customer. For information on how to create a quote, see Opportunities.
2. Add the customer's current Google products to the quote. For each product, select the pricing plan and enter the quantity the customer should have after the transfer. To transfer a subscription unchanged, use the customer's current plan and quantity.

❗ Important: The product and edition on the quote must match the customer's current Google subscription. The pricing plan and quantity can differ only when plan and quantity changes are enabled. Google validates the request against its transfer eligibility rules before submission. If a change is not allowed, the quote shows an error and the transfer is not submitted.

3. In the Additional Information section, select Yes, transfer the customer's account. This marks the quote as a Google reseller transfer. If you leave this checkbox cleared for a customer who is not attached to your reseller account at Google, the transfer returns an error.
4. Send the quote to the customer for approval, share your reseller public identifier with them and ask them to Generate a Transfer Authorization. This is a standard Google-side process that occurs outside of the AppDirect platform.

📝Note: Confirm the authorization manually. Google does not provide an API to retrieve it.

5. After the customer approves the quote, finalize it as an Advisor or SSR. Finalizing the quote completes the transfer and creates the customer and subscriptions on the platform. Any plan or quantity change is applied at finalization. The customer sees the new plan and quantity on the first marketplace invoice.
6. After a successful transfer, to view the transferred order:
   1. Navigate to Manage > Marketplace > Operations > Companies
   2. Under the Billing tab, check for the latest active order for Google.
   3. You can also ask the user to check the app tile on their MyApps page or Impersonate them to verify. For impersonation, navigate to Manage > Marketplace > Operations > User > Manage User > Impersonate

   📝 Note: Impersonation is not recommended. Please check your company policies.

❗ Important - GWS transfer notes:

1. Transferring GWS Subscriptions:
• Check the “Google Customer Transfer” checkbox.
• This ensures the subscription is properly transferred to the new account.
2. Adding new product purchases during a transfer:
• Uncheck the “Google Customer Transfer” checkbox for any new product purchase.
• This ensures the new product is provisioned as a fresh subscription, not included in the transfer.

Change the plan or quantity during a transfer

When plan and quantity changes are enabled, a transfer quote can use a different pricing plan and quantity from the customer's current Google subscription. That difference does not stop the transfer. The workflow matches the Google Partner Sales Console.

Change	Details
Pricing plan	Move the subscription to another plan that Google allows for transferred customers, such as from Annual to Flexible.
Quantity	Increase or decrease the number of licenses within Google's user-license requirements.
Plan and quantity	Change the plan and the quantity of the same subscription in one transfer.
Multiple subscriptions	Apply plan and quantity changes across several subscriptions in the same quote, including a base product and its add-ons.

A subscription transfers with the requested plan and quantity, or it is not submitted, so the customer is not left in a partially transferred state.

The Opportunity and Create Subscription (V1) APIs accept the same plan and quantity values. You can run these transfers, including bulk transfers, through the API instead of the user interface. Validation errors from the API match the errors shown in the user interface.

📝 Note: Only the pricing plan and quantity can differ from the customer's current Google subscription.

Frequently Asked Questions (FAQs)

How do I get the Reseller Public Identifier?

1. Log in to Google Console.
2. Go to Settings and obtain the Reseller Public Identifier. This value is constant for a reseller. Keep it for future transfers.

Can I add products from different vendors in a Google transfer quote?

It isn’t recommended to mix purchases from multiple vendors on a transfer quote, but you can mix purchases if it is essential.

Can I change the customer's pricing plan or quantity during the transfer?

Yes, when plan and quantity changes are enabled. Set the target plan and quantity on the quote. If the capability is not enabled, the plan and quantity must match the customer's current subscription.

What happens if Google does not allow the requested plan or quantity?

The quote shows an error, and the transfer is not submitted. Correct the plan or quantity, then finalize the quote again.

When does the customer start paying for the new plan and quantity?

On the customer's first marketplace invoice after the transfer.