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 profiles 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 use copy customization. Please note that they can receive customization only after disabling 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
  1. 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.
  2. Target account: The CRM org that needs to be customized, usually a new CRM org or a lightly customized one.
  3. 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.
  4. 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. Tab groups
  3. Web tabs
  4. Roles and profiles
  5. Module customizations
  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

Features that DON'T get copied
  1. Auto responders
  2. Webforms
  3. Report schedulers
  4. Locale, timezone
  5. Integrations and extensions
  6. Zia features
  7. Company logo
  8. CPQ
  9. Multi-currency settings

Points to remember before you start

  1. Please make sure that the target CRM org does not have extensions or integrations.
  2. Integrations and extensions from the source account will not be copied over. You will have to do that once the copying is done.
  3. 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.
  4. 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.
  5. 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  in the top-right corner of the CRM UI.
  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
  1. In the target CRM account, click Setup  in the top-right corner of the CRM UI.
  2. Under Data Administration, click Copy Customization.
  3. Click Receive Customization.
  4. Click Generate Copy Customization Key.
  5. Once the key is generated, click Copy.

  6. 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 in the top-right corner of the CRM UI.
  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  in the top-right corner of the CRM UI.
  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.

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