What is Copy Customization?

2. Enter the target account’s email address and click Send Request.
3. After the request is accepted, return to Copy Customization in the base account, select the modules and forms to replicate, enter the target email again and click Copy.

What gets copied

Copy Customization can replicate service settings such as holidays, timesheet and billing settings, and performance configuration including appraisal, goal, KRA, competency and skillset settings. It also copies mail merge templates and folders, along with automation such as groups, workflows, templates, tasks, checklists, mail alerts, field updates, custom functions and approvals.

What isn’t copied

Employee or user-specific data, and any user-level settings or account-specific content, are not copied. These must be configured manually in the new account to maintain data privacy and compliance.

If you don’t see the Copy Customization option in your account, contact Zoho support to request access.

Why use Copy Customization

• Quickly set up new branches or regions.
• Maintain consistency across multiple accounts.

Frequently asked questions

What does Copy Customization actually copy?

Service settings such as holidays, timesheet and billing settings, performance configuration, mail merge templates and folders, and automation like groups, workflows and custom functions.

What isn’t copied?

Employee or user-specific data, and any user-level settings or account-specific content, which must be configured manually in the new account.

What if I don’t see Copy Customization in my account?

Contact Zoho support to request access, since availability can depend on your plan or account setup.

Need help?

Setting up a new Zoho People account and want to replicate an existing one? Contact support@thoughtlogik.com or see our Zoho implementation services.