---
title: How do I consolidate multiple accounts into one account?
description: You can consolidate one or more VeriScan accounts into a single account by recreating the configuration on the remaining account and then moving each device login over.
---

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# How do I consolidate multiple accounts into one account?

### **Overview**

You can consolidate one or more VeriScan accounts into a single account by recreating the configuration on the remaining account and then moving each device login over. Done this way, you won't need to touch each VeriScan installation: every device keeps signing in with the same login and password, it just lands on the new account.

This article uses two terms throughout:

- **Source account** – an account that will be closed down, whose devices are moving to another account. You may have more than one.
- **Destination account** – the account that all Source accounts are being consolidated into.

Only users with the **Administrator** role on both the Source and Destination accounts can perform these steps.

#### **Before you begin**

**Confirm you have enough licenses.** The Destination account must have enough paid licenses for its own device logins plus every device login on the Source account(s). This can be found on your [Dashboard](https://veriscancloud.com/)or in [Access Management \> Devices](https://veriscancloud.com/Devices). Contact your account manager before you start; they may be able to help adjust your licensing.

**Understand what does not move.** History, existing scan data, reports and similar records cannot be moved between accounts. You can export this data from a Source account before it closes, but it cannot be imported into the Destination account. If you need to keep it, export it first.

> **Tip: Use two browsers.** Sign in to the Source account in one browser (for example, Chrome) and the Destination account in another (for example, Firefox or Edge). You can then stay signed in to both at the same time, which makes copying settings and editing device logins side by side much easier.

#### **Step 1: Recreate settings profiles and other account settings**

Settings profiles are assigned to locations on the Locations page, and each device login is associated with a location. If a Source account uses multiple settings profiles, create matching settings profiles on the Destination account first, so they're ready to assign when you create locations in Step 2. This is common when you operate in more than one jurisdiction; see [How can I comply with multiple jurisdictional regulations?](https://support.idscan.net/how-can-i-comply-with-multiple-jurisdictional-regulations?hsLang=en)

Also review and recreate anything else you rely on from the Source account, for example:

- Portal users – [How do I manage portal users?](https://support.idscan.net/users?hsLang=en)
- Groups – [How can I manage groups of visitors who have been scanned?](https://support.idscan.net/veriscan-cloud-portal/manage-groups?hsLang=en)
- Alert list entries – [How can I manage access alerts for visitors I haven't scanned yet?](https://support.idscan.net/veriscan-cloud-portal/manage-alert-list?hsLang=en)

#### **Step 2: Create all locations on the Destination account**

This step is very important. Each account has one or more locations, and every location used on a Source account must exist on the Destination account before any devices are moved.

1. Under [Locations](https://veriscancloud.com/Locations), on the Source account, note the name of every location.
2. On the Destination account, create each of those locations.
3. If you use a webhook-based integration such as Dutchie, Sweed, Treez, I Heart Jane or Flowhub, make sure each Destination location name matches the Source location name exactly. These integrations very likely rely on the location name to route scans to the right store.
4. Ensure that the location you created is ‘Active’.

> **Don't forget the settings profile:** as you create each location, set it to the matching settings profile you created in Step 1.

> **If a Source account only uses the default location name, "Main":** you may also need to update the location information on the integration side so each store points to the correct location on the Destination account. See the integration articles under Related articles.

#### **Step 3: Copy webhooks**

If a Source account uses webhooks, copy them to the Destination account exactly as they are configured on the Source. This can be found under [Integrations \> Webhooks](https://veriscancloud.com/Integrations/Webhooks).

1. Copy the webhook settings exactly.
2. Copy each individual webhook exactly, including its URL and any associated values.
3. Ensure the webhooks you create are ‘Active’ and save any settings changes you make.

Any difference, even a small one, can stop scans from reaching your integration after the switchover.

#### **Step 4: Prepare the device logins on the Destination account**

Every installation of VeriScan signs in with its own device login and password. Device logins are unique across all accounts, so no two can be the same. That means the Destination account can't use a login until the Source account stops using it. To prepare without interrupting anything, create each device login on the Destination with a temporary suffix.

For each device login on the Source account:

1. Create a matching device login on the Destination account, adding the suffix **-new** to the login name. For example, frontdesk01 becomes frontdesk01-new.
2. Set the password to **exactly** the same password used on the Source account.
3. Copy every other setting from the Source device login, such as its location and access settings.

> **If you use Sweed:** once the new device logins exist on the Destination account, get each one's new Device ID and enter it in your Sweed account now. This keeps your Sweed integration working once you complete the remaining steps. See [How do I integrate with Sweed?](https://support.idscan.net/how-do-i-integrate-with-sweed?hsLang=en)

At this point the devices are still working on the Source account. Nothing changes for them until the switchover. To copy or export credentials, see [How do I change my device login password?](https://support.idscan.net/how-do-i-change-my-device-login-password?hsLang=en)

#### **Step 5: Switch over the device logins**

When everything above is in place and you're ready to make the switch, rename the logins in this order. The Source login must be renamed first, because the Destination can't take a name that is still in use.

1. On the **Source** account, add the suffix **-old** to the end of every device login. For example, frontdesk01 becomes frontdesk01-old.
2. On the **Destination** account, remove the **-new** suffix from every device login, so each one matches its original Source name exactly. For example, frontdesk01-new becomes frontdesk01.

| Stage | Source account | Destination account |
| --- | --- | --- |
| Before you start | frontdesk01 | – |
| After Step 4 | frontdesk01 | frontdesk01-new |
| After switchover step 1 | frontdesk01-old | frontdesk01-new |
| After switchover step 2 | frontdesk01-old | frontdesk01 |

Because the login name and password are unchanged, each VeriScan installation now signs in to the Destination account without anyone needing to touch the device. Run a test scan at each location and confirm it appears on the Destination account and, if applicable, in your integration.

> Repeat Steps 1–5 for each additional Source account.

#### **Step 6: Cancel the Source account(s)**

Once every device is working on the Destination account, cancel each Source account so you're no longer billed for it:

- **If you pay by credit card (Stripe):** cancel the Source account yourself. See [How do I change my subscription level?](https://support.idscan.net/how-do-i-change-my-subscription-level?hsLang=en)
- **If you pay by invoice:** contact your account manager to cancel the Source account.

 

##### **Related articles**

- [How can I comply with multiple jurisdictional regulations?](https://support.idscan.net/how-can-i-comply-with-multiple-jurisdictional-regulations?hsLang=en)
- [How do I change my device login password?](https://support.idscan.net/how-do-i-change-my-device-login-password?hsLang=en)
- [How do I manage portal users?](https://support.idscan.net/users?hsLang=en)
- [How can I manage access alerts for visitors I haven't scanned yet?](https://support.idscan.net/veriscan-cloud-portal/manage-alert-list?hsLang=en)
- [How can I manage groups of visitors who have been scanned?](https://support.idscan.net/veriscan-cloud-portal/manage-groups?hsLang=en)
- [How do I integrate VeriScan with the Dutchie POS system?](https://support.idscan.net/how-do-i-integrate-veriscan-with-the-dutchie-pos-system?hsLang=en)
- [How do I integrate with Sweed?](https://support.idscan.net/how-do-i-integrate-with-sweed?hsLang=en)
- [How do I integrate with Treez?](https://support.idscan.net/how-do-i-integrate-with-treez?hsLang=en)
- [How do I integrate VeriScan with I Heart Jane?](https://support.idscan.net/how-do-i-integrate-veriscan-with-i-heart-jane?hsLang=en)
- [How do I integrate VeriScan with Flowhub?](https://support.idscan.net/how-do-i-integrate-veriscan-with-flowhub?hsLang=en)

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