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Transferring a Site to Another Account

Previously only transferable sites could perform a self-serve transfer without needing to contact our support team. Now you can self-serve transfers for any sites (transferable and non-transferable), as long as you have Owner or Full (with billing) user-level permissions on both accounts (the source and destination accounts for the transfer).

We’ve also made some improvements to the transfer process like the ability to enable maintenance mode during the transfer and the automatic inclusion of all of the environments for a site when transferring. The environments for a “site” include production (PRD), staging (STG), and development (DEV).

Note

If you don’t have the necessary user permissions on both accounts you can still use the process for transferable sites or contact our support team for assistance.

Review the DNS and Product Extensions sections before moving on to the Start a Transfer section below.

DNS

For sites that require a migration all domains for a site must be using our Advanced Network or Global Edge Security (GES) network for DNS to be able to use the self-serve transfer process. No DNS update is needed when you are on our Advanced Network or GES.

If you have a domain that needs to remain on our Legacy Network for DNS, then you can still use the transferable sites transfer process (if the site was created as a transferable site), or you can have our support team initiate the transfer for you. DNS will need to be updated manually upon transferring if you are still on the Legacy Network.

If it is detected that you need a server migration during the transfer process, and it is also detected that you need a DNS network change, you’ll see a message similar to the screenshot below:

Product Extensions

Enabled product extensions must be reactivated on the destination account. Note that some product extensions will lose their settings and historical data, while others retain this data when the site is transferred. You will see a list of extensions that need your attention, during the transfer process outlined below.

Start a Transfer

  1. Go to the Overview page for the site that you want to transfer.
  2. Click the gear icon near the top right of the page.
  3. Select Transfer site.
    Screenshot of the menu option to start a site transfer from an environment's overview page in the WP Engine User Portal
  4. Select a destination account from the dropdown menu.
    Screenshot of the menu option to select a destination account for a site transfer from an environment's overview page in the WP Engine User Portal
  5. If a migration to a new server is necessary you will see a message similar to the screenshot below.
    Screenshot of the message stating that a migration is needed for a site transfer from an environment's overview page in the WP Engine User Portal
    • In the above case where a server migration is needed, select whether you want maintenance mode to be enabled during the migration as shown in the screenshot below.

      Screenshot of the option to enable maintenance mode for a site transfer from an environment's overview page in the WP Engine User Portal
      Note: When the migration begins, maintenance mode will only be active for 10 minutes and then automatically deactivate. If you think your migration will take a long time due to the size of your site and you want the maintenance mode to persist longer than 10 minutes, you can select “No, do not enable” here, and then manually enable and disable maintenance mode yourself with a maintenance mode plugin.
  6. Review settings – Select users and review product extensions as outlined below.
    • Select users to keep access – Select users that you want to retain access to the site on the new account. All users with access to the site on the source account will be shown in the dropdown list. If any of the selected users do not yet have access to the destination account, they will be added as a Partial user and granted access to just the site being transferred. If a user already has Full or Owner access to the destination account, then it doesn’t matter if they are selected in the dropdown. They will retain their current user level on the destination account and have access to the site.
    • Product extensions – Product extensions must be reactivated on the destination account. This section is read only and will show you reactivation details for all of the current product extensions on the source account so you can decide which extensions that you need to add to the destination account. When you hover over the label to the right of each extension you’ll see a tooltip with more info as shown in the screenshot below.
  7. Review the transfer details including migration notice, environments, source and destination accounts, maintenance mode, and users.
  8. Click Transfer Site.
  9. Wait for the transfer to complete. Click View details in the progress banner to see more details.
    Screenshot of the details drawer after initiating a site transfer and clicking the View Details link from an environment's overview page in the WP Engine User Portal
  10. When the transfer is complete you’ll see a success message in the status banner.
    Screenshot of the transfer complete banner after completing a site transfer to a new account in the WP Engine User Portal
  11. Activate any necessary product extensions on the destination account and turn off maintenance mode if you enabled it with a maintenance mode plugin.

That’s it, your transfer is complete!
If a migration was needed we suggest reviewing your site for any issues.

Still need help? Contact support.

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