Move a CSS merchant to another company

Learn how to move a CSS merchant from a source company to a target company.

Before you start

You'll need

• A Google account with access to the merchant
• Access to the source company

Good to know

• If the same Channable account contains the company you want to move the merchant to, add the same Google connection to each company. You can then move the merchant directly.
• If another Channable account owns the target company:

  • Agencies can join the Agency Partner Program to request access to the company and move the merchant.
  • If you're not an agency, you'll need to contact Support to move a merchant to/from a separate Channable account.

1

Add the Google connection

Add the same Google connection to the source and target companies.

I use several Google accounts to manage merchants

Add the connection manually to the target company.

1. In the target company, open CSS Merchants.
2. In CSS Connections, click Sign in to Google.
3. Select the Google account with access to the merchant.

I use the same Google account to manage multiple merchant accounts

Duplicate the connection from the source company to the target company.

1. In the source company, open CSS Merchants.
2. In CSS Connections, click Sign in to Google.
3. Log in with the Google account that manages the merchant.
4. For the Google connection, click and then click Duplicate connection.
5. For Duplicate to, select the target company or companies.
6. Click Duplicate.

This copies the Google connection to the selected target companies.

The target company must confirm payment details before you move the merchant.

2

Move the merchant

1. In the source company, open CSS Merchants.
2. In Merchant management, find the merchant.
3. For the merchant, click and then click Move to another company.
4. Select the target company.
5. Click Move merchant.
6. Repeat these steps for each merchant.

3

Confirm the move

1. Open the target company.
2. Open CSS Merchants.
3. In Merchant management, confirm the correct Merchant Center account appears.

Troubleshooting

I can't move a merchant

Confirm the target company has completed its payment details. Then confirm the same Google connection exists in both companies.

If you use one Google account, duplicate the connection. If you use different accounts, add the client connection manually.

I can't find the target company

If you created the company under the same Channable account:

Modern version

1. In any company, go to CSS Merchants.
2. Use the company dropdown at the top of the screen to view companies you can switch to.

1. Click the company you want to switch to.

Legacy version

1. In [your project], click Companies to go to the companies overview page.
2. Select your company > CSS merchants.

If another Channable account owns the company:

If you're an agency:

• You can request to join the Agency Partner Program which allows you to request access to other companies, with their permission.
• After your client grants access, the company will appear in your Agency Dashboard and you can make actions to move the merchant from your company to theirs.

If you're not an agency, but just have a separate account:

• It's not possible to move the merchant to another account yourself. Contact Support.