Using Copy Customization

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
  1. This feature is available in Standard, Professional, Enterprise, and Ultimate Editions.
  2. Bundles: CRM orgs using Zoho One or CRM Plus can send customizations. To receive customizations, you'll need to disable all integrations.
  3. Trial editions: Supported
  4. Developer edition: Supported
Other
This feature cannot be used in the CRM mobile app.
This feature is not available in the sandbox.

Limits
  1. A CRM org can receive customization only three times in its lifetime.
  2. Copy Customization does not work for a target account that has integrations and extensions.
  3. Only accounts with less than 100,000 records can receive customizations.

Glossary
  • Complete CRM configuration/pre-configured CRM environment: The set of configured features in a customized CRM. This does not include the data in the CRM.
  • Target account: The CRM org that needs to be customized, usually a new CRM org or a lightly customized one.
  • Source account: The CRM org whose configuration is copied to the target account, usually a fully customized setup used by a business or an implementation service provider.
  • Copy customization key: A unique key used to identify the target account, generated and sent from the target account to the source account. It's valid for 24 hours from the time of generation.

    •  

     What gets copied and what does not?

    Features that get copied
    1. Tabs
    2. Teamspaces
    3. Web tabs
    4. Roles and profiles
    5. Module customizations (org modules and team modules)
    6. Layouts
    7. Layout rules
    8. Convert mappings (Leads and Quotes)
    9. Field mappings
    10. Potential stage
    11. Case escalations
    12. Business hours, shift hours, and holidays
    13. Fiscal year
    14. Forecast settings
    15. Territories
    16. Groups
    17. Email templates
    18. Inventory templates
    19. Reports
    20. Contact roles
    21. Workflow rules
    22. Workflow actions (all)
    23. Approval process
    24. Blueprints
    25. Custom links
    26. Custom views
    27. Canvas views
    28. Schedules
    29. Data sharing rules
    30. Scoring rules
    31. Mail merge templates
    32. Functions (Deluge)
    33. Widgets
    34. CRM variables
    35. Wizards
    36. Journey Builder
    37. Assignment rules
    38. Custom buttons
    39. Dashboards
    40. Path Finder
    41. Pipelines
    42. Kiosk
    43. Segmentation
    44. Client scripts
    45. Client portals
    46. Portal forms
    47. Compliance settings
    48. Cadences
    49. Extensions
    Features that DON'T get copied
  • Auto responders
  • Webforms
  • Report schedulers
  • Locale, timezone
  • Integrations
  • Zia features
  • Company logo
  • CPQ
  • Multi-currency settings

    • Notes
    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

    1. Please make sure that the target CRM org does not have extensions or integrations.
    2. Integrations won’t be copied from the source account. You will have to do that once the copying is done.
    3. Extensions will be copied from the source account. 
    4. 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.
    5. 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.
    6. 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

    1. Click Setup  .
    2. Under Data Administration, click Copy Customization.
    3. You will now be in the Copy Customization section.

    4. There are two buttons here:
      1. Send Customization: Click this to send your CRM's customization to another CRM account.

      2. Receive Customization: Click this to receive another CRM's customization and initiate its copying onto your CRM account.

    5. 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:
    1. The target account's admin will generate a key and share it with the source account's admin.
    2. The source account's admin will use this key to send the customization.
    3. The target account's admin will initiate the received customization.
    Notes
    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
  • In the target CRM account, click Setup .
  • Under Data Administration, click Copy Customization.
  • Click Receive Customization.
  • Click Generate Copy Customization Key.
  • Once the key is generated, click Copy.

  • Send the key to the admin of the source account via email, chat, or any other means. The source account's admin can send the customization from their CRM. Once the administrator of the source account sends the customization, you'll be notified by email. Then you can proceed to step 3.

    • 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:
    1. In the source CRM account, click Setup .
    2. Under Data Administration, click Copy Customization.
    3. Click Send Customization.

    4. Enter the key and click Send Copy Customization.

    5. Click Yes, Proceed.
    6. 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
    1. 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.
    2. If you've stored data in custom modules or custom fields in your CRM, they will be lost once the received customization is applied.

    1. In the target CRM account, click Setup .
    2. Under Data Administration, click Copy Customization.
    3. Click Receive Customization.
    4. You can only apply the received customization if you do not have any existing configurations. If your account has configurations, click Delete Configuration.
    5. 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.
    6. 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.
    7. 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:
    1. 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.
    2. 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.
    3. 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.