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

Modified on Fri, 12 Sep at 1:55 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.

NOTE: Access to this page is restricted to certain user roles.

WARNING: Only enabled accounts can be cloned.

This article is divided into the following sections:

How it Works
How to Clone an Account

I. 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:

ELEMENT	INCLUDED	EXCLUDED
Orders		All sales and purchase orders
Order Rules	Sales Order Rules (both Account- and assigned Organization-Level) 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 Master Product Source (not cloned; resets to techOMS)
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 some of the excluded data into the new account. Refer to the following KB folders for articles about the import options available for each element:

II. HOW TO CLONE AN ACCOUNT

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].