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How to transfer PBX to another customer and share subscription plans

How to transfer PBX to another customer and share subscription plans

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This document explains how to transfer a PBX to another customer and share subscription plans between PBXs.

Created: January 2026

Updated: July 2026

Permalink: https://wildix.atlassian.net/wiki/x/J4BPbg

Transfer PBX to another customer

Each customer can have only one PBX with active subscription plans. Additional PBXs for the same customer must belong to the same WMS Network and inherit subscription plans from the main (Server) PBX. If an additional PBX has active subscription plans, transfer it to another customer by following the steps below:

  1. Access WMP via Salesforce Partner Community:

    1. Log in to Salesforce Partner Community

    2. Click More in the top panel -> choose WMP option

    3. Log in with your credentials

  2. Select the relevant company and customer, then navigate to Pbxes

  3. Find the PBX you want to transfer, click the Options button (three dots), then select Transfer

WMP-move PBX to another customer.png

  1. Select the customer company to which you want to transfer the PBX, then click Ok

WMP-select a company to move PBX.png

  1. Confirm the transfer by clicking Yes

WMP-confirm a company to move PBX.png

 

Share subscription plans between PBXs over WMS Network

Important: Subscription sharing between newly created PBXs over WMS Network is enabled automatically. A customer can have only one PBX with active subscription plans. Any other PBXs that belong to the same customer are automatically added to WMS Network and inherit subscriptions from the main (Server) PBX.

You can share subscriptions with other Cloud, Hardware, and Virtual PBXs in the WMS Network. This scenario is typically used for failover configurations. In this setup, add subscription plans (users) only on the Server PBX, and then share the subscriptions enabled on the Server PBX with the Client PBX(s).

Prerequisites:

  • The PBXs must belong to the same customer

  • WMS Network must be enabled between the PBXs

Limitations for Cloud PBXs:

  • A Cloud PBX cannot be connected to a Server PBX with a Lifetime subscription

  • A Cloud PBX with increased storage size cannot be connected to a Server PBX

To enable WMS Network subscription sharing, follow these steps:

  1. During order confirmation in SFPC, choose whether to create WMS Network:

order-confirmation-create-wms-network.png

  1. Fill in Client PBX(s) details, including DNS name, type, and region:

order-confirmation-wms-network-client-pbx (1).png

  1. To add or delete a Client PBX, click the + or - button, respectively:

order-confirmation-add-delete-client-pbx.png

  1. Proceed with order confirmation. For detailed instructions, see How to Create Quote and Confirm Order in Salesforce Partner Community.