Migrating A Customer to the Purple Platform (Qvara)

Migrating A Customer to the Purple Platform (Qvara)

This guide outlines the recommended process for migrating customers from PrimeVox's green platform to the new purple platform, Qvara. Completing each phase in the order presented will help ensure a smooth and successful migration.

What Does Not Migrate

Our migration tool automatically transfers most customer data and configuration. However, because Qvara is built differently than the legacy platform, the following items cannot be migrated:
  1. Existing SMS/MMS message history
  2. Existing fax history or stored faxes
  3. Call history and call logs
  4. Voicemail messages
  5. Existing PBX user logins or UCP accounts, including permissions and roles
  6. Existing softphone usernames, passwords, or QR code login credentials

Migration Process at a Glance

Phase 1: Pre-Migration Date

Step
When
Step 1 – Green Platform Preparation
Before the migration date
Step 2 – Initial Migration into the Purple Platform (Qvara)
Before the migration date
Step 3 – Configuration Review and Validation
Before the migration date (final softphone credentials sent the morning of migration)
Phase 2: Migration Date

Step
When
Step 4 – Device Migration
Exact migration date & time
Step 5 – Phone Number Migration
Exact migration date & time
Step 6 – Post-Migration Cleanup
After migration is confirmed successful

Phase 1: Pre-Migration Date

Complete the following steps prior to the date and time of the migration itself.

Step 1: Green Platform Preparation

Confirms you have the correct access and credentials from the green platform environment before initiating migration.
  1. Log in to the green platform.
  2. Locate the customer being migrated and note the following:
    1. PBX ID
    2. Tenant Number



  3. Navigate to User Management.
  4. Locate your preferred API User.
  5. Confirm the user has:
    1. Admin access to the customer's container
    2. A valid API key



  6. Copy and save the API key as you'll need it for the import process in Step 2.

Step 2: Initial Migration into the Purple Platform (Qvara)

Creates the customer account in the purple platform (Qvara) and imports configuration data from the green platform.
  1. Log in to the purple platform (Qvara).
  2. Navigate to Systems > Accounts.
  3. If a reseller is not already selected, choose one from the top-right corner.
  4. Select + Import from Legacy.



  5. Enter the API key associated with the Migration API user.



  6. From the dropdown menu, select the appropriate customer.
  7. (Optional) Select an associated enterprise, if applicable.
  8. Enter the required customer details:
    1. Customer name
    2. Service type
    3. Industry
  9. (Optional) Adjust the local dialing country and time zone.
  10. Select + Import Account to start copying the customer's information into the new platform.
  11. Once the purple migration status banner appears at the top of the page, refresh the browser to begin importing the customer's phone numbers.



  12. Once phone numbers have imported, configure these two items so the migration can continue:
    1. Default outbound number
    2. Default emergency service number
  13. Select Update General Settings to proceed.
  14. From the purple migration banner, select Import Settings.

Step 3: Configuration Review and Validation

This step is critical! Review every migrated setting carefully before proceeding.
  1. Verify that all imported data matches the customers configuration in the green platform. Pay close attention to:
    1. Schedules (these function differently in the purple platform (Qvara))
    2. Call flows, especially non-standard elements
    3. Device assignments and provisioning
    4. UCP-related settings
    5. SMS/MMS permissions for devices
    6. Phone number “routability” status
  2. Make all necessary adjustments and corrections.
  3. Create user logins for all existing green platform users, and review their permission settings.
  4. Once validation is complete, select Apply Changes to finalize account creation.
  5. On the morning of the migration, use the purple platform (Qvara) to send new softphone credentials to all mobile and desktop app users.

Phase 2: Migration Date

Complete the following steps at the date and time of the migration.

Step 4: Device Migration

Redirects physical and softphone devices to the new platform.
Warning
TIME-CRITICAL: DO NOT START EARLY
The steps below must be completed only at the exact date and time specified to the customer, not before.
  1. Log back in to the customer's green platform account.
  2. Navigate to Extensions > Provisioning.
  3. Scroll to the bottom of the page.
  4. Select Click Here to Redirect Phones to Qvara.



  5. (Optional) Force softphones on the green platform to logout:
    1. Change extension passwords in green platform
    2. Apply changes in green platform
Notes
NOTE
Non-standard devices will require manual re-provisioning.


Step 5: Voice Traffic Migration

Routes voice traffic from the green platform to the purple platform (Qvara).
Warning
TIME-CRITICAL: DO NOT START EARLY
Like Step 4, this must be completed only at the exact migration date and time.
  1. Log in to the purple platform (Qvara).
  2. Navigate to Systems > Accounts.
  3. Select the customer's account.
  4. Open the Legacy tab (only visible for migrated accounts).
  5. Select Route Numbers to Qvara at the top of the page.

Notes
NOTE
The button's text and color show the opposite of the current routing state is a known issue. Double-check the actual routing status before and after clicking, rather than relying on the button alone.


Step 6: Post-Migration Cleanup

Wraps up the migration once it has been confirmed successful.
  1. Update device routing to Qvara Production in applicable auto-provisioning systems, such as:
    1. Yealink RPS
    2. Grandstream GDMS
    3. Polycom ZTP
    4. Other supported platforms



  2. Send portal invitations to all users in the purple platform (Qvara).



  3. Rename the customer in the green portal to include the migration date, for historical reference.





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