Copying Accounts

Copying Accounts

All account-related actions are specific to a portal. However, you can copy account details between portals. Copying account details is useful when you provide different services to the same customer from different business verticals. 

To copy accounts: 

    1. Go to the Accounts tab.

    2. Select one or more accounts that you want to copy and then choose the desired portal from Copy to Portals drop-down list.

    3. Click OK when prompted. 


  1. This option is available only when multiple portals exist.
  2. This option is not available for sub-accounts.
  3. This action copies all account details except contacts, requests, attachments, tasks, sales, and billing contracts.
    • Related Articles

    • Accounts - Introduction

      Accounts are used to manage all customer information in a single place. The Accounts module lets you manage both transactional including business details, associated contacts, requests, tasks etc, and non-transactional information including sales, ...
    • Importing Accounts

      SupportCenter Plus allows you to import accounts in bulk from a CSV file.   To import accounts:  1. Click the Accounts tab. 2. Select Import from CSV by clicking the drop-down arrow beside the New button. 3. In the import wizard, click Choose ...
    • View, edit, or delete accounts

      You can perform various account-related actions from the account list view. To access it, click the Accounts tab.  The account list view lists all accounts maintained in the portal. To view the details of a particular account, click the account name ...
    • View, edit, deactivate, or delete sub-accounts

      You can perform various sub-accounts related actions from the account details page of the main account. To access it, go to the Accounts tab and then click the desired account name.  The Sub-Accounts section in the account details page lists all ...
    • Schedule and Import Accounts and Contacts from CSV

      SupportCenter Plus allows you to schedule and import accounts and contacts from CSV files. This feature is especially useful to import data periodically from other applications.  This requires admin access to the product database and installation ...