If your company’s email domain changes, such as from @old-domain.com to @new-domain.com, Expensify can help you migrate domain control and update employee logins.

Before you start Domain Migration

Important: If your company uses the Expensify Card or active company card feeds, contact Concierge or your Account Manager before attempting a migration.

How to migrate your domain automatically with assistance from Concierge

This is the recommended approach when possible.

Concierge can typically perform an automatic Domain Migration if:

• The old domain or new domain is verified
• Email addresses match a 1:1 format, such as name@olddomain.com to name@newdomain.com
• Members have not already created separate accounts under the new email address

If these conditions are met, message Concierge and request a Domain Migration.

Concierge will:

• Update login email addresses
• Transfer domain control
• Help preserve account history

This method reduces risk and avoids duplicate accounts.

How to migrate your domain manually

Use this approach if automatic migration isn’t possible. This process requires careful coordination to prevent duplicate accounts or lost history.

To manually migrate your domain:

1. Add your new email address as an additional contact method on your account.
   • How to update your email address
2. Claim and verify your new domain.
   • Claim and verify a domain
3. If you use domain groups, update group restrictions on the old domain. This includes disabling any setting that prevents switching the primary contact method. Then recreate the needed groups on the new domain.
   • Domain groups
4. Switch your primary contact method to the new email address (swap primary and secondary emails).
5. Move any card feeds to the new domain.
   • For commercial card feeds, message Concierge to assist with the move.
   • Note: Any unprocessed transactions may need to be handled before migration to avoid data loss.
6. Remove/reset any legacy domain setup that is no longer needed, such as removing extra domain admins from the old domain if applicable.

If employees already created separate accounts under the new email or you encounter errors during migration, message Concierge so Support can help you keep account history intact.

FAQ

Can I migrate my domain without losing expense history?

Yes. If done correctly, members keep their full expense history, reports, and approvals. To avoid duplicate accounts or lost history, use Concierge-assisted Domain Migration whenever possible.

Do I need to verify the new domain before migrating?

Yes. You must claim and verify the new domain before transferring domain control or updating member login emails.

What happens to the Expensify Card during Domain Migration?

If your company uses the Expensify Card or commercial card feeds, contact Concierge before starting migration. Card feeds may need to be moved manually to prevent transaction interruptions.

Can I keep the old domain active after migration?

Yes. Some companies temporarily keep both domains active during transition. However, once migration is complete and verified, you can remove unnecessary admins and settings from the old domain.