How do I clone an existing customer?

Learn the step-by-step procedure for duplicating an existing customer in your Under account.

To copy or clone an existing customer in your Under account, follow these steps:

  1. Go to the Customers homepage, then select the application that you would like to copy/clone.
  2. Click on the Options (3 dots) button at the far right side of the application's row, then click Copy Data.
  3. Click Copy data to current application, then click Copy Data.

Creating a duplicate of this customer will allow you to make changes without affecting the original customer and will retain any original customer data, documents, notes, and integration results.

Here is a short video that provides a clear explanation of the process mentioned above: