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How to vertical copy from Zoho CRM Account1 to Zoho CRM Account2



User Name: jamest85
Name: James Tang
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Google Apps for Work Partner, Certified Zoho CRM Consultant. 7 years experience on Zoho consulting, implementation, and programming using C#, VB, Php..., 15 years of total IT experience including prog... [More]
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Add Date: 07/10/2012
Just want to put a note here on how to vertical copy Zoho CRM Account1 (source account) to Zoho CRM Account2 (destination account).
1. Login to Zoho CRM Account1 (source account).

2. Click Setup > Organization Settings > Copy Customization.

3. Type Zoho CRM Account2 (destination account) user name and password.


4. Zoho CRM Account2 (destination account) admin will get this kind of email:


As you can clearly see the copy is from Zoho CRM Account1 (source account) to Zoho CRM Account2 (destination account).

5. After click the "Continue" link in that email, you will get this screen:


6. Summary: make sure you copy from the right Zoho CRM to the right Zoho CRM. not other way around :)

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