| Data | Transfers to consolidated account? | Additional information |
|---|---|---|
| Zoom profile | ||
| Profile photo |  | |
| Personal Meeting ID (PMI) | | |
| Time zone | | |
| Date and time format | | |
| Meetings | ||
| Previous | | |
| Recurring | | |
| Webinars (if applicable) | ||
| Previous | | |
| Recurring | | |
| Recordings | ||
| Cloud recordings | | |
| Computer recordings |
| Computer recordings are available in the local machine where it was saved, unless deleted by the user. |
| Licenses | ||
| Meeting license |  | |
| Webinar license | | |
| Other add-on licenses | | |
| Settings | ||
| Personal settings (user level) |
| Personal settings may be altered if they conflict with group or account settings on the account you are joining. |
| Account settings | | |
| Group settings | | |
| Role settings | | |
| Additional data | ||
| Team Chat history and contacts |
| History from before joining the new account is not accessible to admins of the new account. |
| User chat history |
| User chat history will be migrated to the new account. |
| Whiteboard | | |
| Docs |
| Docs will be transferred with the account owner upon consolidation. |
| Integrations |
| Any integrations must be reconfigured after the consolidation. |
| Reports | | Reports must be downloaded before accepting the account invitation. |
| Personal Audio Conference details | | The configured personal audio conference such as Global Dial-In Numbers before the consolidation will be transferred with the user. |
| Zoom Phone | |
By request, the Porting team can migrate Zoom Phone numbers. Additionally, only phone-related assets owned by the user are moved:
Notes:
|
| Zoom Rooms, SIP/H.323, and Room connectors | | Must be manually configured after consolidation. |
| Zoom Events | | |
| Vanity URLs / Managed domains | |
How to consolidate accounts
The account owner of the account being consolidated must be the last user to accept the invitation to consolidate into the parent account. If they are not the last user to consolidate, they will receive an error and are unable to migrate.
- When an associated domain is verified and the account has enabled the setting Allow users with the same domain to consolidate into this account, you will be prompted to consolidate into the parent account or change your email address. The prompt will appear when you sign in to an existing account or sign up for a new one.
Note: Signing in to the Zoom web portal or the Zoom Workplace app will trigger the prompt. You may also receive an email notification if the admin clicked Send Email in the associated domain settings. - Click Consolidate into Account then click Continue.
- Users with paid accounts will be prompted to refund their outstanding balance before consolidating.
- Once the refund request has been submitted, a confirmation page appears. An email will be sent when the refund process is complete.
Users without paid accounts will simply receive confirmation that they have joined the parent account.
Notes:
- When joining an account with a different Vanity URL, your meeting and webinar IDs will be unaffected, but the join links will be updated to the new Vanity URL. This will cause attendees joining with the old vanity links to be warned that the meeting they are joining is no longer associated with the account of the old vanity url and potentially cause confusion. To avoid this, you can email any guests and update calendar events with the updated join URL, or resend registration confirmation emails.
- When the account owner joins the new account, they will join as a normal member and no longer have owner/admin permissions. The new account must manually assign them a role with higher permissions.
How to change the account email
When an associated domain is verified and the account has enabled the setting Allow users with the same domain to consolidate into this account, you will be prompted to consolidate into the parent account or change your email address. If an associated domain is verified and the option Allow users with the same domain to consolidate into this account is not enabled, you will be required to change your email address. The prompt will appear when you sign up for a new account or sign in to an existing account in the Zoom web portal or Zoom app. If you have an existing account, you may also receive an email notification.
- When the prompt appears, click Update Email Address then click Continue.
Note: if the account owner or admin has chosen not to allow users in the same domain to consolidate into their account, you will only have the option to change your email address. - Complete the required fields, then click Save.
- A confirmation email will be sent to your new email address. Open the email and click Confirm Change.
Note: If you didn't receive the confirmation email, please check your Spam folder and confirm that no-reply@zoom.us is allowed in your inbox. - Enter a new password and click Submit.
- Click Sign in Now to access your account.