Token Migration Guide

This guide outlines the step-by-step process for migrating a token on the Servicing Application. You can use this process in the following situations:

Version Upgrade: Migrating the T-TREX token from one version to another (e.g., V3 to V4).

Blockchain Network Change: Moving a token from one blockchain network to another.

Private Key Loss: Reissuing the token in case the token owner's wallet private key is lost.

⚠️ Important Notice Before You Begin

Before initiating any token migration, you must contact our support team (support@tokeny.com):

Before starting the process – We will disconnect your token from the Investor Portal, as well as the Qualification and Subscription Modules (QM and SM).

Once the migration is complete – We will reconnect these modules to your new token.

Note: During the migration process, QM and SM will be temporarily disabled.

We highly recommend scheduling a specific date with our support team to ensure a smooth transition and real-time assistance.

🔄 Step-by-Step Token Migration Process

Step 1: Deploy the New Token

Create and configure the new ERC3643 token on the Servicing Application.
📘 Guide to Configure and Deploy an ERC3643 Token

Step 2: Pause the Old Token

This ensures that no transactions occur while the migration is in progress.
📘 How to Pause/Unpause Your Token

Step 3: Export Investor Position Report

Download a CSV file containing the full investor position data from the old token.
📘 How to Create a Position Report

Step 4: Qualify Investors for the New Token

Format and upload the CSV to qualify all previous investors under the new token.
📘 CSV Format Guidelines for Investor Qualification

Step 5: Mint the New Tokens

Re-issue the same quantity of tokens to each investor using the data from your CSV.
📘 How to Mint New Tokens

Step 6: Unpause the New Token

Make the new token active and ready for use.
📘 How to Pause/Unpause Your Token

Step 7: Burn the Old Tokens

Destroy the token supply from the old contract to avoid duplication.
📘 How to Perform a Token Burn

Step 8: Revoke All Agents from the Old Token

Remove all roles and permissions associated with the old token.
📘 How to Manage Token Agents

✅ Final Steps

Once all the above steps are completed:

Notify our support team so we can reconnect the Investor Portal, QM, and SM to the new token.

Perform any final checks to ensure all investors and agents are correctly configured.

💬 Need Help?

Our support team is available to guide you through the migration. Please reach out to coordinate a time and clarify any questions you may have.