Step 3 - Reviewing the Plan Mapping - Migration Guide

Overview

Plan Association shows the customer's services already mapped to suggested 2.0 plans, with SIM type and notification settings to confirm before continuing.

Steps to Review the Plan Mapping

1. Open Plan Association — the customer's services are already loaded against a suggested 2.0 plan for both Standalone and Pooling.
2. Toggle between Standalone and Pooling to compare pricing for each option.
3. Review the suggested plan on each row. If a change is needed, click New Plan to search for and select a different plan.
4. Check the SIM type column — eSIM or Physical carries over from the customer's current service.
5. For physical SIM lines, confirm a valid SIM number is entered.
6. Use the eSIM Notifications column and the eSIM Check tool to confirm whether a customer's device supports eSIM, or send the check link directly to the customer.
7. Set the notification email on every row. This determines who is notified once the service ports over, and for eSIM lines, who receives the activation QR code.
8. If a row is changed by mistake, click Reset to Default to restore the original mapping.
9. Once SIM types are checked and every notification email is set, click Next: Review and Price.
10. Click Save to Draft or Publish to Production.

Key Notes

🎥 Watch the demo video below