Using Copy Customization
This document provides instructions on how to use Zoho CRM's Copy Customization feature.
For an overview of the feature, please check Copy Customization - an overview.
Copy Customization is a no-cost, no-code tool in Zoho CRM that enables you to send and receive complete CRM configurations without the need for custom code. Copy Customization does not copy data from one CRM account to another. To copy data between two Zoho CRM orgs, please check Migrating Data Between Zoho CRM Accounts.
Related permission
Availability and Limits
Glossary
Related permission
Users with the Administrator profile can access Copy Customization.
Availability and Limits
Editions
- This feature is available in Standard, Professional, Enterprise, and Ultimate Editions.
- Bundles:
CRM orgs using Zoho One or CRM Plus can send customizations. To receive
customizations, you'll need to disable all integrations.
- Trial editions: Supported
- Developer edition: Supported
Other
This feature cannot be used in the CRM mobile app.
This feature is not available in the sandbox.
This feature cannot be used in the CRM mobile app.
This feature is not available in the sandbox.
Limits
- A CRM org can receive customization only three times in its lifetime.
- Copy Customization does not work for a target account that has integrations and extensions.
- Only accounts with less than 100,000 records can receive customizations.
Glossary
What gets copied and what does not?
Features that get copied
- Tabs
- Teamspaces
- Web tabs
- Roles and profiles
- Module customizations (org modules and team modules)
- Layouts
- Layout rules
- Convert mappings (Leads and Quotes)
- Field mappings
- Potential stage
- Case escalations
- Business hours, shift hours, and holidays
- Fiscal year
- Forecast settings
- Territories
- Groups
- Email templates
- Inventory templates
- Reports
- Contact roles
- Workflow rules
- Workflow actions (all)
- Approval process
- Blueprints
- Custom links
- Custom views
- Canvas views
- Schedules
- Data sharing rules
- Scoring rules
- Mail merge templates
- Functions (Deluge)
- Widgets
- CRM variables
- Wizards
- Journey Builder
- Assignment rules
- Custom buttons
- Dashboards
- Path Finder
- Pipelines
- Kiosk
- Segmentation
- Client scripts
- Client portals
- Portal forms
- Compliance settings
- Cadences
Features that DON'T get copied
Note: If the source account has the new UI and the target account has the old UI, the target account will be changed to the new UI and then, all features will be copied over.
Points to remember before you start
- Please make sure that the target CRM org does not have extensions or integrations.
- Integrations and extensions from the source account will not be copied over. You will have to do that once the copying is done.
- In case you've stored data in custom modules or custom fields in your CRM, they will be lost once the received customization is applied.
- In instances where a user is added in a configuration in the source account, they will be replaced by the target account's super admin. For example, the source account has an assignment rule. Once the customization is copied into the target account, the assignment rule will have the assigned user as the super admin of the target account.
- A CRM org can receive customization only three times in its lifetime. This limit is in place to avoid accidental changes.
To access the Copy Customization feature
- Click Setup
.
- Under Data Administration, click Copy Customization.
- You will now be in the Copy Customization section.
- There are two buttons here:
- Send Customization: Click this to send your CRM's customization to another CRM account.
- Receive Customization: Click this to receive another CRM's customization and initiate its copying onto your CRM account.
- You can use the Copy Customization history tab view past instances where you've sent or received customizations.
Copying customization from target to source account
Copy customization is a three-step process:
- The target account's admin will generate a key and share it with the source account's admin.
- The source account's admin will use this key to send the customization.
- The target account's admin will initiate the received customization.
The sharing of the key alone will happen outside the CRM. You can send it via email, chat, or any other means. The rest of the actions (generating the key, sending the customization, and initiating the received customization) are done within the CRM.
Step 1: Generate a copy customization key
Step 2: Send your CRM's customization
Once the source account sends the customization to a target account, it cannot receive any Copy Customization requests until the target account's admin approves or rejects the current
request. This is in place to ensure that there are no changes in the
source account when the process is initiated by the target account.
Once the source account's admin receives the copy customization key from the admin of the target account, do the following:
Once the source account's admin receives the copy customization key from the admin of the target account, do the following:
- In the source CRM account, click Setup
- Under Data Administration, click Copy Customization.
- Click Send Customization.
- Enter the key and click Send Copy Customization.
- Click Yes, Proceed.
- An email will be sent to the admin of the target account to notify them of the sent customization.
Step 3: Initiate the copying of a received customization
Note
- Once the target account has received a customization, its admin cannot send a customization to any other org until the received customization is approved or rejected.
- If
you've stored data in custom modules or custom fields in your CRM, they
will be lost once the received customization is applied.
- In the target CRM account, click Setup
- Under Data Administration, click Copy Customization.
- Click Receive Customization.
- You can only apply the received customization if you do not have any existing configurations. If your account has configurations, click Delete Configuration.
- The received customization will be displayed as a card with the source account's name, admin name, org ID, and date and time of receiving the customization. Click Initiate.
- Click Confirm.
The configurations present in the source account at the time of
clicking this button will be copied to your CRM account. The CRM screen
will be locked to ensure that the customization is copied without any issues.
- Once completed, your target account will have the configurations present in the source account.
Troubleshooting
The copying of a customization may fail due to any of the following reasons:
- Copy customization key has expired: Please generate a new copy customization key, share it with the source account's admin, and ask them to send the customization.
- Edition of the source account is higher than that of the target account: Ask the source account admin to send the customization from a CRM that is in the same edition as your account or lower. Alternatively, you can upgrade your CRM's edition to be the same as the source account or higher. This is in place to ensure that all configurations are copied flawlessly to your target account.
- Target account has integrations and extensions configured: When you click Delete Configuration, the integrations and extensions will not be removed. You'll have to remove them manually. Once removed, you can initiate the customization process.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Troubleshooting Module Customization
Troubleshooting Modules and Fields Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...Copy Customization
This document provides an overview of Zoho CRM's copy customization feature. For instructions on how to use it, please check Using Copy Customization. Tailoring your CRM to match different industries and situations can be a real game-changer, but it ...Customizing Record Detail Page Using Canvas
The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...FAQs : Field Customization
How can I create a Formula number field with the 'If, Else' statement? Currently, you can't create a Formula number field with the 'If, Else' statement. You can only create a formula field using the IF condition. However, you can also achieve the If, ...Wizards
What is a Wizard? A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous ...
New to Zoho LandingPage?
Zoho LandingPage Resources