What is Copy Customization?

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Introduction

Copy Customization allows an organization to replicate modules, services, and form configurations from one Zoho People account (called the base account) to another. This feature helps streamline the setup of new accounts by duplicating existing structures, saving time and effort during onboarding or expansion.

Step-by-Step Instructions

How to Use the Copy Customization Feature

To initiate and complete the copy process, follow these steps:

Send Request to Target Account

From the base account, navigate to:
Operations > Data Administration > Copy Customization

Enter the email address of the target account.
Click Send Request

2.After the Request is Accepted

Return to Copy Customization in the base account.
Select the modules and forms you want to replicate.
Enter the email address of the target account
Click Copy.

You’ve now successfully copied the desired customizations to the new account!

What Gets Copied?

The following configurations and settings are eligible for replication:

Framework / General Settings

Component	Copied?
Services (System & Custom)	✔️
Forms (including sections, components, properties, field logic, auto numbers, and conditions)	✔️
Related Forms	✔️
Roles	✔️
Permissions (Form, Field, Global)	✔️
Rules	✔️
Views	✔️
Locations, Departments, Designations (form records only)	✔️

Attendance Service

Component	Copied?
General Settings	✔️
Shift Configuration	✔️
Absent Scheduler	✔️

Leave Service

Component	Copied?
Leave Policies	✔️
General Leave Settings	✔️
Holidays	✔️

Timesheet Service

Component	Copied?
Timesheet Settings	✔️
Billing Settings	✔️
Scheduler & Reminders (if applicable to all users)	✔️

Performance Service

Component	Copied?
Appraisal Settings	✔️
Goal Settings	✔️
KRA Settings	✔️
Competency Settings	✔️
Skillset Settings	✔️
Feedback Types	✔️
Summary Questions	✔️
Skill Potential Range	✔️

Files

Component	Copied?
Mail Merge Templates	✔️
Folders	✔️

Automation

Component	Copied?
Groups	✔️
Workflows	✔️
Templates	✔️
Tasks & Checklists	✔️
Mail Alerts	✔️
Field Updates	✔️
Custom Functions	✔️
Approvals	✔️

What’s NOT Copied?

Employee/User-specific data
User-level settings or account-specific content

These must be configured manually in the new account to maintain data privacy and compliance.

Feature Not Available?

If you don’t see the Copy Customization option in your account:

Contact:
support@zohopeople.com to request access.

Why Use Copy Customization?

Quickly set up new branches or regions
Maintain consistency across multiple accounts
Save time on manual configuration
Scale organizational HR processes easily