NetSuite Copy To Account For Administrators

Copy to Account

• The Copy to Account Feature allows NetSuite Administrators to copy custom objects from one NetSuite account to another without using any suite bundles.
• You can only copy between your own accounts
• To run the Copy to Account process you will need an Administrator role
• Make sure that the target account has all the prerequisites in place to run this feature
• Navigate to Setup -> Company -> Enable Features. Under the Suitecloud subtab, enable the “Suitecloud Development Framework” and “Copy to Account” features and click save.
• Next, navigate to Customization -> Lists, Records & Fields -> Record Types and open any existing custom record, or create a new custom record that you want to copy to another account

• The Copy to Account option will be visible at the top right corner of the record as shown in the screenshot below

• Click the Copy to Account option to send that particular custom record to another account.

• Step 1: Select the target account, enter the Deployment Audit Trail Name, and Click Next.

Note: The two accounts should have the same NetSuite Versions.

Step 2: Select the Dependencies and click Next.

• Step 3: When the preview is ready, click the Deploy button.

• Step 4: After the deployment completes, click Done to complete the process.

• The Copy to Account process is now complete
• Next, login to the target account and navigate to Customization -> Lists, Records and Fields -> Record Types.
• You can view the copied record type in the list.