Copy Customization in Zoho People | Zoho People Help

Copy Customization

What is Copy Customization?

Copy Customization is a process that allows an organization to create a new account by replicating many of the modules and forms from an existing base (or primary) account. This makes it easier to set up the new account with the same configurations as the original one.

Using the Copy Customization feature

  1. From the base account, go to Settings > Data Administration > Copy Customization 
  2. Enter the email address to send the request to in the provided input box.
  3. Click Send Request
  4. Once the request is accepted, again access Copy Customization and select the modules and the forms that you'd like to replicate.
  5. Enter the copy customization target account email address.
  6. Click Copy
Now you have successfully reproduced the required modules and forms from your base account to your new account.

What will be copied?

Framework / Forms

DescriptionCopied?
Services (System & Custom)Yes
Forms (System & Custom)
Including sections, form components, form properties, field properties, user-defined options, auto number, and conditional fields.
Yes
Related formsYes
RolesYes
Permissions (Forms, Fields, Global)Yes
RulesYes
ViewsYes
Location, Department, Designation (form records)Yes

Attendance Service

DescriptionCopied?
Attendance General SettingsYes
Shifts ConfigurationYes
Absent Scheduler ConfigurationYes

Leave Service

DescriptionCopied?
Leave PoliciesYes
Leave General SettingsYes
HolidaysYes

Timesheet Service

DescriptionCopied?
Timesheet General SettingsYes
Billing SettingsYes
Scheduler and Reminder SettingsYes (only when applicable for all users)

Performance Service

DescriptionCopied?
Appraisal Settings ComponentsYes
Goals SettingsYes
KRA SettingsYes
Competency SettingsYes
Skillset SettingsYes
Feedback TypesYes
Summary QuestionsYes
Skill Potential RangeYes

Files Service

DescriptionCopied?
Mail Merge TemplatesYes
FoldersYes

Automation

DescriptionCopied?
GroupsYes
WorkflowsYes
TemplatesYes
Tasks & ChecklistsYes
Mail AlertsYes
Field UpdatesYes
Custom FunctionsYes
Approvals Yes

System modules and forms that are generic to all accounts will  be reproduced on the new account.
Employee/User specific configurations and data should never be replicated from one account to the other.
Dont see this feature in your account?
Contact support@zohopeople.com to enable this feature.



    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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Cases - Customization

                                                                                                                Customization in cases allows you to edit and reorder "case status" and "sources of request" labels. Set restrictions on reopening and commenting on closed cases. Mandate descriptions for the queries raised by your employees. Cases status To ...
                                                                                                              • Data Administration

                                                                                                                What is Data Administration in Zoho People? Data administration operation grants the administrator access to view import and export logs, activity logs, create data backups, copy customization between accounts, or create and manage sandboxes. Import ...
                                                                                                              • Zoho People 5.0 - What has changed?

                                                                                                                Changes in Home tab and Self Service Zoho People 4.0 Zoho People 5.0 Landing page is Home > Dashboard Self Service page: New Landing page is Home > My Space > Overview (Replacement for Self service in Zoho People 4.0 with additional features). ...
                                                                                                              • Files Service Overview

                                                                                                                What is File Service in Zoho People? The Files service in Zoho People is a centralized repository for storing and accessing your organization's files. You can send documents for e-signing and manage all e-signed documents in one place. Additionally, ...
                                                                                                              • Operations in Zoho People 5.0

                                                                                                                What can you do in Operations? Manage your employees, organization, and perform day-to-day HR processes in operations. For example, while setting up policies is performed in settings, viewing relevant data, modifying, or updating that data happens in ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources