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.

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:
ELEMENT | INCLUDED | EXCLUDED |
Orders | All sales and purchase orders | |
Order rules |
| Limited support for:
|
Inventory | All inventory related data | |
Fulfillment channels | All fulfillment channels | |
Sales channels | All sales channels | |
Admin settings |
|
|
Account settings |
|
|
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.

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.
NOTE: This 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].
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