If your company updates its email domain (e.g., from @old-domain.com to @new-domain.com), Expensify offers two migration options: automatic and manual. This guide walks you through both.

Important: If your company uses the Expensify Card, do not request cards or create a new domain manually. Contact the Concierge or your Account Manager to have Expensify handle the migration.

Automatic Domain Migration

If the following criteria are all met, Concierge can handle the migration automatically:

• The current or new domain is verified.
• Email addresses match 1:1 format (e.g., name@olddomain.com → name@newdomain.com).
• Users have not created accounts under the new email address.

If all conditions are true, message Concierge and request a Domain Migration. This usually takes a few business days.

If any condition is false, follow the manual migration steps below.

Manual Domain Migration

Use this approach if automatic migration isn’t possible. Have each employee follow these steps in the exact order:

Step-by-step instructions

1. Add your new email address as a secondary login to your current account.
2. Claim and verify your new domain.
3. If using domain groups, disable Restrict Primary Login Selection on all groups in the old domain.
4. Switch the Primary Login to the new email (swap primary and secondary emails).
5. Set up any card feeds under the new domain.
   • For commercial card feeds, email concierge@expensify.com. Expensify will move them for you.
   • Note: Any unprocessed transactions must be submitted before migration, or they will be deleted when cards are reassigned.
6. Enter a transaction start date to avoid overlap with previous card imports.
7. Reset your old domain:
   • Remove all Domain Admins.
   • The last remaining admin will see a Reset button—click it to complete the process.
8. If someone has already created an account using the new email, they need to merge accounts.
9. Rebuild your domain groups on the new domain and assign users to them.

FAQ

What happens to my old email after migration?

Your old email becomes an additional contact method on your account. You can still use it to sign in, but all new activity will be associated with your new primary email address.

Can users keep their historical data?

Yes! Migrating preserves your account history, reports, and settings as long as steps are followed in order.

What if employees already created accounts under the new domain?

They’ll need to merge their accounts to keep everything in one place.