Table of Contents
Overview
This article explains how to submit and manage Sherweb Partner-to-Partner (P2P) transfer requests.
Before submitting a transfer request, we strongly recommend reviewing the Sherweb NCE Mid-Term (P2P) Transfer Guide. The full guide explains the transfer process, eligibility requirements, billing considerations, Azure-specific requirements, and important limitations.
Before You Submit a Transfer Request
Before a P2P transfer request can be submitted, the following prerequisites must be completed within the Sherweb Portal:
Create the organizations that will receive the transferred subscriptions
Link the Microsoft 365 tenant(s) to the organizations
Accept the required GDAP relationships
Accept the Microsoft Customer Agreement (MCA)
Have an active Azure Plan (required for any Azure subscriptions to be transferred)
These steps are mandatory and must be completed before a transfer request can be processed.
For detailed instructions, refer to the CSP Transfer Guide and associated setup documentation.
Additional Recommendations
Before submitting a request, we also recommend that you:
Confirm your current CSP participates in Microsoft P2P transfers.
Inform your current CSP that a transfer request will be submitted.
Review customer communication requirements.
Review Azure transfer considerations if Azure subscriptions will be included.
Review any limitations related to EST subscriptions, promotions, or unsupported offers.
Submit a New P2P Transfer Request
Once the required setup has been completed, you can submit a new transfer request using the Sherweb P2P Transfer form.
Use this link: Submit a P2P Transfer Request
The form will guide you through the information required for Sherweb to initiate the transfer process.
Depending on the transfer scenario, additional information may be requested by the Sherweb onboarding team, such as:
Subscription exports
Screenshots
Tenant information
Confirmation from the current CSP
Track Existing Transfer Requests
You can monitor the status of all transfer requests through the Sherweb Help Center.
Use this link: View Active Requests
To view your P2P transfers:
Sign in to the Sherweb Help Center.
Hover over the View Active Requests menu.
Select P2P Transfers.
Review the status of your active and completed requests.
This page provides visibility into:
Request progress
Team updates
Pending actions
Completed transfers
Getting Help
While Completing the Form
If you have questions while submitting a request, select the Get Help button available within the transfer form.
A Sherweb specialist will review your inquiry and contact you to assist.
For a Transfer Already in Progress
If you need assistance with an existing transfer request, simply reply directly to the case associated with your request.
Replying to the existing case ensures the onboarding team has full visibility into the transfer history and can assist you more efficiently.
Additional Assistance
Account Management Team
Contact your Sherweb Account Manager or Sales Team for:
Transfer planning
Partnership questions
General guidance
Technical Onboarding Team
The Technical Onboarding team manages the operational execution of P2P transfers and can assist with transfer-specific questions and requirements.
Technical Support
Sherweb Technical Support is available 24/7 for technical assistance and troubleshooting.
For questions related to an active transfer request, the fastest approach is typically replying directly to the transfer request case so the onboarding team can continue the conversation within the existing request history.