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creating a new tenant using copy tenant

  • February 19, 2026
  • 4 replies
  • 103 views
K
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:

 

4 replies

A
Jr Varsity I
Forum|alt.badge.img

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:

 

Acumatica Developer | Customization & Integrations
    H
    Varsity III
    Forum|alt.badge.img+4
    • hsethia25
    • Varsity III
    • February 19, 2026

    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!!

    Harshita Sethia
      K
      Freshman I
      Forum|alt.badge.img
      • 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

       

        H
        Varsity III
        Forum|alt.badge.img+4
        • hsethia25
        • Varsity III
        • 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

         

        Yes, ​@KGantz. Correct.

        Harshita Sethia
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