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copying tenant vs snapshot

  • 22 November 2022
  • 4 replies
  • 414 views

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Hi, is there a difference in copying a tenant vs creating a snapshot then exporting and importing it?

does one include customizations, etc or do they basically do the same thing?

Best answer by Kandy Beatty

Hi @mna10 

A copy is just basically copying some information. A snapshot is how you can chose what information you want to put into a new instance or company. Depends on what information is needed. Do you need transactional history or just inventory, vendor and customer records? 

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Kandy Beatty
Captain II
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Hi @mna10 

Neither one includes customizations. You will always need to publish those separately.


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  • Jr Varsity III
  • November 22, 2022

Hi @kbeatty21 ,

Thanks. So what is the real difference between the two?


Kandy Beatty
Captain II
Forum|alt.badge.img+16

Hi @mna10 

A copy is just basically copying some information. A snapshot is how you can chose what information you want to put into a new instance or company. Depends on what information is needed. Do you need transactional history or just inventory, vendor and customer records? 


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  • Jr Varsity III
  • November 22, 2022

Hi @kbeatty21,

Ok thanks. That helps.


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