How Do I Clone My Setup From One Account to Another Account?

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The Editor
  • Updated

See also How Do I Bulk Clone Across Multiple Accounts?.

If you are managing multiple accounts, then XPO Partner Account Management comes with a handy feature to let you easily clone existing accounts information and configurations.

 

Instructions on how to clone

  1. From Partner Dashboard, Accounts > Manage Account.

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  2. (METHOD 1): Select the Account that which you wish to clone. From the Actions dropdown, click on Clone Account

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    (METHOD 2): Another way is to directly clone the selected account under its Account Information page by clicking on Clone Account.

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  3. Modify any of the details or configurations of the cloned account:
    • Account Name
    • Website
    • Logo

    The below details are pre-filled based on the original account, and can be changed if necessary:

    • Partner email address (to activate the account)
    • Description of the account
    • Quotation number and optional quotation file
    • Industry
    • Currency
    • Timezone
    • Roles
    • Subscription plan, subscription auto renewal flag
    • Grace period
    • Billing information
    • Max creatives for approval
    • Partnership mode
    • Service type
    • Share asset flag
  4. Upon completion of cloning of the account, an activation email will be sent to the entered email address.

    Click activate now and you will be able to access the newly cloned account.

Suspended or inactive account cannot be cloned. However, If you wish to clone such account, you will first need to get them re-activated.

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