helpdesk

How to transfer your Zoom account to the CA&ES Zoom instance

Use this guide to transfer your existing Zoom account to the CA&ES Zoom instance.


Steven Barkey

Steven Barkey

13 March 2020

The instructions below will walk you through the process of transferring your existing Zoom account from another instance, including the free Zoom instance, to the CA&ES Zoom instance, but if you encounter any issues, please create a Helpdesk ticket for further assistance.


How to transfer your Zoom account to the CA&ES Zoom instance:

  1. Open a browser and go to https://ucdavis.zoom.us
    • NOTE: If you are redirected to another Zoom instance when visiting the above address, you wil first need to sign out of your existing Zoom account in the other instance before trying to transfer to the CA&ES Zoom instance.
  2. Click the Sign In button
  3. Enter your full @ucdavis.edu email address and password, then click Sign in
    • NOTE: If you are not part of another Zoom instance, including the consumer Zoom instance, or have already transferred to the CA&ES Zoom instance, you should be automatically redirected to your Zoom account without being prompted to transfer anything.
  4. Click Switch to the New Account
  5. Review the details about switching, and click I acknowledge and Switch
  6. Go to the email mailbox associated with your Zoom account, and look for an email from Zoom requesing confirmation for the switch
  7. Review the email and click Switch to the new account
  8. In the browser window that opens, click I acknowledge and Switch
  9. Your account will now be transferred from the old instance to the CA&ES Zoom instance
    • NOTE: Once your account is transferred your existing browser and Zoom app sessions will be closed and you will need to sign in to Zoom again.

Having trouble transferring to the CA&ES Zoom instance?

Certain circumstances will prevent you from transferring to the CA&ES Zoom instance:

  1. You are already logged into your Zoom account
    • If you are currently logged into your Zoom account, which is associated with the other instance, you will first need to log out of your existing Zoom account and log back in to receive the prompt to transfer your account to the CA&ES Zoom instance.

  2. Your email address is listed as the owner of a different Zoom instance
    • If you email address is the listed as the owner of a different Zoom instance, you will first need to transfer ownership of the other Zoom instance to another email address before you can transfer your Zoom account to the CA&ES Zoom instance. (Zoom KB: Changing the account owner)

      If the other Zoom instance is affiliated with UC Davis, it is recommended you create a Departmental Computing Account to transfer the other Zoom instance to so that all members of the other Zoom instance can transfer to the CA&ES Zoom instance successfully.

  3. Your email address was used to purchase an individual Zoom license
    • If your email address was used to purchase an individual Zoom license, you will first need to either close the existing Zoom account associated with your email address or transfer ownership of the other Zoom instance to another email address before you can transfer your Zoom account to the CA&ES Zoom instance. (Zoom KB: Changing the account owner)

  4. Your account does not an an email address associated with it
    • If the account you authenticate with does not have an @ucdavis.edu email address associated with it, you will not be able to transfer anything or sign into Zoom using that account. Please use a different account when trying to sign in, or transfer an account to, the CA&ES Zoom instance.

  5. You are trying to sign in using an OU account
    • Because ADFS authentication to the CA&ES Zoom instance requires Duo Multi-Factor Authentication (MFA), and OU accounts are not eligible for Duo MFA, logging into the CA&ES Zoom instance will not work with an OU account. Please use a different account when trying to sign in, or transfer an account to, the CA&ES Zoom instance.