To migrate from Phin's direct billing, initiate the request with the distributor. To switch distributors, cancel your account with the current one and open a new account with the new distributor.
Phin works with distributors, such as Pax8, to simplify and consolidate billing for our partners. You will receive the same great Phin service, but the distributor will manage billing.
Migrate from Phin's direct billing to a distributor
To migrate from Phin's direct billing service to billing through a distributor, contact your distributor, ask them to migrate your Phin Service to them, and provide your Phin ID#.
Find your Phin ID# by logging into the Phin Portal, reviewing the URL, and copying the text string after portal.phinsec.io/partners.
Your distributor will then initiate a request to Phin to migrate your service to their billing.
Migrate from one distributor to another
Currently, Phin does not support direct migrations from one distributor to another. To change distributors, do the following:
- Contact your intended new distributor and enroll in a free trial
- Contact your original distributor and notify them you are cancelling your Phin service effective on the free trial end date
- Use the free trial period to recreate your prior Phin instance
- Continue using your Phin account provided by the new distributor