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creating a new tenant using copy tenant

  • February 19, 2026
  • 4 replies
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Freshman I
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We are wanting to create a new tenant as the new company is not financially related to the other.   I want to copy the structure but not the data.  can someone provide the steps to copy the tenant to a new

Best answer by abhimanyuprajapati52

Hi ​@KGantz ,
 

To copy the structure without transactional data, the supported method is to use a Snapshot.

Steps:

  1. Create the new tenant first (Tenants – SM203520).

  2. Log into the source tenant.

  3. Go to Snapshots (SM202500).

  4. Create a new snapshot.

  5. Set Data Selection Mode = Settings Only (this excludes transactional data).

  6. Prepare the snapshot.

  7. Switch to the new tenant.

  8. Restore the snapshot.

This will copy configuration, master setup, and system settings, but not financial or transactional history.

You can also refer to this Community post for additional guidance:

 

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4 replies

Jr Varsity I
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Hi ​@KGantz ,
 

To copy the structure without transactional data, the supported method is to use a Snapshot.

Steps:

  1. Create the new tenant first (Tenants – SM203520).

  2. Log into the source tenant.

  3. Go to Snapshots (SM202500).

  4. Create a new snapshot.

  5. Set Data Selection Mode = Settings Only (this excludes transactional data).

  6. Prepare the snapshot.

  7. Switch to the new tenant.

  8. Restore the snapshot.

This will copy configuration, master setup, and system settings, but not financial or transactional history.

You can also refer to this Community post for additional guidance:

 

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Acumatica Developer | Customization & Integrations
    Varsity III
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    hey ​@KGantz ,

    In addition to what ​@abhimanyuprajapati52 , has mentioned, after you Create the snapshot. Export it and then Import it in the new Tenant and then Restore the snapshot.

     

    Hope this Helps!!

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    Harshita Sethia
      Freshman I
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      • KGantz
      • Author
      • Freshman I
      • February 19, 2026

      ​@abhimanyuprajapati52  

       

      Am I correct in assuming I’m in the existing tenant for the export and in the new tenant for the import

       

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        Varsity III
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        ​@abhimanyuprajapati52  

         

        Am I correct in assuming I’m in the existing tenant for the export and in the new tenant for the import

         

        Yes, ​@KGantz. Correct.

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        Harshita Sethia
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