Welcome to the Partner Hub migration guide! This article explains how you can quickly convert your saved beneficiaries into full Partner profiles in SiFi.

Overview

What is changing?

To make paying, managing, and tracking your business contacts easier, SiFi allows you to convert saved bank beneficiaries into Partners.

Why move your beneficiaries to Partner Hub?

One-time setup: No need to re-enter bank account details.
Consolidated contacts: Beneficiaries sharing the same name are automatically grouped under a single Partner profile.
Unified tracking: Pay and track payment histories from a single place in Partner Hub.

Who Can Perform the Migration?

Users with any of the following roles can migrate beneficiaries:

Admin
Accountant
Transfer Initiator

How to Move Beneficiaries to Partner Hub

Step 1: Start from the Beneficiaries Page

Log in to your SiFi workspace and navigate to Beneficiaries.
Look for the banner at the top showing available beneficiaries to move.
You can start the process in two ways:
- Bulk selection: Select the checkboxes next to multiple beneficiaries, then click Move to partner in the top action bar.
- Individual row action: Click the action menu ••• next to a single beneficiary and select Move to partner.

Step 2: Explainer (First-Time Users)

If this is your first time using this feature, a quick 3-step guide will appear detailing what happens during migration. You can read through or skip this guide at any time.

Step 3: Select Beneficiaries

Review the list of beneficiaries you wish to migrate.
Use the search bar to find specific contacts.
Beneficiaries that have already been moved will be clearly marked with a badge: In Partner Hub.

Step 4: Review Partner Details

During the review step, SiFi automatically pre-fills information from your saved beneficiaries:

Name: Inherited directly from the beneficiary.
Matching Names: Beneficiaries with identical names are automatically combined under one Partner.
Existing Matches: If a beneficiary name matches an existing Partner in your workspace, it will be added to that Partner profile.
Partner Type: You only need to assign a Partner type (e.g., Supplier, Service Provider) for each entry.

Tip: Click Set type for all at the top to apply a single Partner type across all selected entries at once.

Step 5: Complete the Move

Click Submit / Move to Partner.
A progress indicator will display as each Partner and beneficiary is processed. Please keep the window open until the process finishes.

Step 6: Review the Results

Once complete, you will see a final confirmation:

All Moved: Every beneficiary was successfully updated to a Partner profile.
Partial Success: If any individual items fail (e.g., due to a temporary network drop), you will see an option to click Try again for the unsuccessful items.

After Migration: Finding Your Partners

Navigate to Partner Hub in the main menu.
Newly created Partners will be highlighted with a label indicating how many beneficiaries were combined to create them (e.g., From 2 beneficiaries).
Additional details—such as contact email or business address can be added directly inside Partner Hub at any time.

Need Further Help?

If you encounter any issues during migration, please reach out to our Support Team directly through:

Contact support@sifi.sa or call 920031030

SiFi Partner Migration Guide: Moving Beneficiaries to Partner Hub