How to Copy/Clone a Client from Portal to Portal [Step-by-Step guide]

When setting up Clients across more than one Portal, you might have redundant configurations you might need to set up.

This article explains how to copy/clone Client accounts, together with their Billing Account information from one Portal to another.

NOTE: The target Client requires the Carrier and Baseline accounts to be created in the target Portal before copying/cloning. If there are any missing matches, you will see error messages indicating which elements are missing, until all are properly set up.

The following examples clarify that:

- Target Portal A will cause issues when copying the Client, because it's lacking Account B for Carrier B, and Carrier C as a whole

- Target Portal B is clone ready, since the Carriers and Accounts fully match with the Original Portal

Feel free to follow the step-by-step guide written below or the video guide, as you prefer: 

To do so you will have to:

1) Access Maintenance and select Clients

2) Click the Client you wish to Copy/Clone

3) Click the Copy button

4) Target the Portal to where you want to copy the Client 

5) Press Save to begin the process