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 Operations > 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.



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