It is possible to copy existing rules to new rules, or even between accounts. This helps speed up configuration and ensures consistency across accounts.
In this article you will learn more about:
Copying rules
When you want to copy an existing rule in an account, follow the steps below.
Step 1: Select the action
Select the Duplicate rule action located under the three-dot menu on the right side of the rule.
Step 2: Save and activate
Save and activate the copied rule.
Copying rules between accounts
To copy rules between accounts, you will need to use the option Copy to clipboard. This option is also located under the three-dot menu.
Step 1: Copy to clipboard
Select the Copy to clipboard action.
Step 2: Create new rule
Switch to the account you want to create the duplicate rule in. Select the option to create a new rule and click Import from clipboard in the top-right corner.
Step 3: Import
Paste the clipboard contents into the pop-up and click Import.
Step 4: Save and activate
Save and activate the rule.
Please note
When copying rules between accounts, please make sure the configuration for both accounts is identical or similar for the rule behaviour to be as intended. If you have any questions about configuration, please get in touch with Connect Support.