How to Clone Accounts within an Organization [Step-by-step guide]

Modified on Mon, 28 Apr at 3:57 PM

You can clone an existing account within an organization to use it as a template. This helps you set up multiple accounts with similar configurations, without manually repeating all settings.


NOTEAccess to this page is restricted to certain user roles.


WARNING: Only enabled accounts can be cloned.


This article is divided into the following sections:

  1. How it Works
  2. How to Clone an Account



HOW IT WORKS



When cloning an account, techOMS duplicates the main settings while excluding:

  • account-specific data
  • channels data
  • status-related elements


The following table provides more details:


ELEMENTINCLUDEDEXCLUDED
Orders

All sales and purchase orders

Order rules
  • Sales order rules
  • Purchase order rules

Limited support for:

  • Send Notification Action
  • Add Line(s) Action
  • Add Product Variant Substitution Action
  • Sales Order Sales Channel Condition
Inventory
All inventory related data
Fulfillment channels


All fulfillment channels

Sales channels


All sales channels

Admin settings
  • Carriers
  • Customers
  • Global alert settings
  • Webhooks
Account settings
  • Main settings
  • API validation settings
  • Recurring jobs
  • Warehouses
  • Users
Logs
All logs related data


WARNING: Order rules must be manually reviewed to ensure proper configuration. Listed elements under the Excluded column for order rules are cloned, but if they reference users, product variants, or channel ID, you'll need to update them manually. Otherwise, errors will occur during execution.


NOTE: If needed, you can import inventory data to the new account. For more details, refer to the Inventory folder in our Knowledge Base and choose the article that best fits your case.



HOW TO CLONE AN ACCOUNT



To clone an account within an organization:


1. Deselect any currently selected account.


2. Click Organizations from the left menu under the System Configuration section.


3. Press Edit for the desired organization.



4. Press Create.


5. Click Clone Account.



6. Complete the following fields:

  • Select Account to Clone: Select the existing account you want to clone.
  • New Account Name: Enter the cloned account name.

    NOTEThis name must be unique within the organization. 


7. Press Clone account.



After cloning, a notification in the top-right corner will confirm the result.



To see the cloned account in the header switcher, you’ll need to log out and log back in.


WARNING: To make the new account fully operational, you must configure the elements listed as excluded in the table above. For a detailed walkthrough, refer to End-to-end how to create a fully operational Account [Guide].


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article