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Ability to merge organizations

Related products:Ticketing system (Support)
  • August 17, 2011
  • 211 replies
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211 replies

Michael18
  • August 9, 2023

Thanks for the update @james75
I have Orgs from 2014, with over 2k of tickets and 1k of users that I'd love to use this feature on. I'm looking forward to it. 


  • August 21, 2023

Hey @michael18 this is fantastic to hear, the good news is you'll be able to merge this org into another one once the Beta is live.

However, I would assume a lot of those 2k tickets are Closed, and during the Beta we won't be able to update Closed tickets. This is something we'll have once we GA, hopefully in the early new year.

Thanks,
James


  • August 21, 2023

@james75,

To answer your questions around largest and oldest, I'll share a couple examples. I would think it important to keep all information from both orgs.

  • Org ID 27797959087 Created : 119,641 tickets / 91,587 members
  • Org ID 25354765507 Created : 69,278 tickets / 57,101 members

  • August 22, 2023

Thanks @michael13, I'd love to understand how your two organization records got so populous? Is there a generic email mapping - such as gmail.com - or is there a different explanation?

If you would like to discuss in a non-public forum, I'd be happy to reach out directly, just let me know

Thanks,
James


  • October 2, 2023

Hey Zendesk Community,

I wanted to provide a status update on the product development of Organization Merge as my last update was way back in August.

We now have a fully functioning beta experience for admins to merge two organizations into one, with a winner (retained) and loser (deleted), similar to how merging tickets and users works today.

It will automatically transfers all users, open tickets, and domains from the loser to the winner, update the audit logs, and has an upper limit of 10k tickets or users that can be moved - and depending on concurrent usage, takes just a few minutes to complete.

We're gearing up to launch as an Open Beta in the next month or two, which requires handling of error scenarios, race conditions, table locks, and comprehensive testing. 

We're also working in parallel on the improvements to move the feature from Beta to Generally Available, notably updating closed tickets.

We're looking forward to getting this into your hands as soon as possible, and in the meantime if you have any questions please continue to use this community thread.

Thanks,
James


Mirek
  • October 6, 2023

Hi,

 

It's great to see that this is going to be implemented. I would like to definitely be part of the EAP/Beta for this @james75. Can you sign us up please? Thank you.


  • October 18, 2023

Hey @mirek,

We'll be launching this feature as an Open Beta, meaning there is no opt in to gain access, it will be available in the product for all customers, restricted to Admins only, and labelled as a beta. 

If you follow this community topic or our Announcements you'll get notified when it's launched.

Hope this helps,
James


Clayton11
  • October 30, 2023

@james75 we would love to participate in the beta for this feature! 


  • October 31, 2023

Awesome @clayton11!  As an Open Beta you won't need to opt-in / sign-up for any early access program (EAP), it'll just be turned on in your account.

We'll be dropping an important update on this in the next 2 weeks - please make sure to subscribe to the Announcements topic to get notifications.


Brett13
  • Community Manager
  • November 6, 2023

Hey everyone, I'm happy to share that Organization Merge is now in beta! Check out our announcement here for more information: Beta announcement: Organizational Merge.

Thanks again for continuing to share your feedback and let us know if you have any questions :) 


  • November 6, 2023

Hey folks,

As Brett has posted already, we've just launched the open beta of organization merge.

I'm very glad to be able to provide this functionality after so many years, and we have a roadmap to get the capability to GA in the near future including some necessary improvements that we know are missing in the beta.

I'm going to marking this topic as completed now, further feedback can be shared in the new beta community. 

Thanks for all your feedback.
James