Copy Customization
When an organization wants to create another new account and wishes to replicate many of the modules and forms of the base account (the primary account), this can be done using Copy Customization.
- From the base account, go to Settings > Copy Customization
- Under Customization Request enter the email address to send the request to
- Click Send Request
Once the request is accepted, go to Copy Customize and select the modules and the forms that you'd like to replicate.
- Enter the email address you are customizing
- Click Copy
Now you've successfully reproduced the required modules and forms from your base account to your new account.
Here is what can be copied using copy customization for each service in Zoho People:
Framework / Forms
| Description | Copied? |
| 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 forms | Yes |
| Roles | Yes |
| Permissions (Forms, Fields, Global) | Yes |
| Rules | Yes |
| Views | Yes |
| Location, Department, Designation (form records) | Yes |
Attendance Service
| Description | Copied? |
| Attendance General Settings | Yes |
| Shifts Configuration | Yes |
| Absent Scheduler Configuration | Yes |
Leave Service
| Description | Copied? |
| Leave Types | Yes |
| Leave General Settings | Yes |
| Holidays | Yes |
Timesheet Service
| Description | Copied? |
| Timesheet General Settings | Yes |
| Billing Settings | Yes |
| Scheduler and Reminder Settings | Yes (only when applicable for all users) |
Performance Service
| Description | Copied? |
| Appraisal Settings Components | Yes |
| Goals Settings | Yes |
| KRA Settings | Yes |
| Competency Settings | Yes |
| Skillset Settings | Yes |
| Feedback Types | Yes |
| Summary Questions | Yes |
| Skill Potential Range | Yes |
Files Service
| Description | Copied? |
| Mail Merge Templates | Yes |
| Folders | Yes |
Automation / Onboarding
| Description | Copied? |
| Groups | Yes |
| Workflows | Yes |
| Templates | Yes |
| Tasks & Checklists | Yes |
| Mail Alerts | Yes |
| Field Updates | Yes |
| Custom Functions | Yes |
| Approvals | Yes |
Note: System modules and forms that are generic to all accounts will compulsorily be reproduced on the new account.
Employee/User specific configurations and data should never be replicated from one account to the other.
This feature is available on request. Contact support@zohopeople.com to access Copy Customization.