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Duplicate boards to another account

Have you ever asked yourself "Can I duplicate a board from one account to the other?" well... YES!! You can duplicate a folder of boards to another account! 🎉

What is this feature? 

Let's say you've opened an account without knowing one of your team members did this as well, or your organization has several accounts for different teams and you now want to manage all your organization under one account, how can you move those boards over from one account to another?

We have created this🌟AMAZING🌟 feature that will allow you to migrate boards from one account to another in a very easy way! 

 

How can I get this feature on my account?  

This is feature is a granted feature 🎁. Please reach out to [email protected] and we will be happy to grant it to you. Once the feature is granted to both accounts it will be available in the admin section. 

 

Important Note:  🚨 Please make sure you are an Admin in both accounts and that you use the same email address in both accounts 🚨

 

How does it work?

Step 1

Create the folder (that will be moved to the destination account 👉 ). To create a folder simply click the "+" sign and then choose "New Folder". You can also move any existing folders that you already have. 

 CRM.png

 

Step 2

Only main boards can be duplicated to another account. Make sure to change your board type to main before duplicating it. Move all the relevant boards to the designated folder by doing the following:

  • Hover over the board in the board's list
  • Right click with your mouse
  • Select "move to folder"

You can also simply drag and drop the board into its folder.  

 

move.png

 

Note: If you are duplicating a board that is linked to another board, make sure both boards are included in the folder! If the linked board is not included in the folder and therefore not duplicated to the other account, the link to item column on the first board will be hidden. 

 

Step 3

Go to the admin section of your account. Next, click on Cross Account as below: 

cross.png

 

Step 5

Select the folder you'd like to duplicate from the list. Once done, type in URL of the account to which you want to copy these boards: 

cross.png

Click on "Duplicate folder to account". And voilà 🎉🎉

 

Limitations

We do have some limitations when duplicating folders to another account. The following elements will not be duplicated: 

  • Info Boxes
  • Activity Log

The same integrations and automations supported when duplicating boards are also supported when duplicating across accounts. The automations that are currently not supported are: 

  • Automation recipes with mapping
  • Recipes toggled off
Note: All crossboard automations that are mapped to boards in the same folder that is moved will function as normal. If you move multiple folders containing crossboard automations between folders you will need to reconfigure that recipe.

 

 

If you have any questions about this or anything else in this article, feel free to reach out to us at customer success at [email protected]