Hi,
I would like to know if it is possible to copy the configuration of one account to another.
In particular:
pipelines
custom deal properties
custom contact properties
values added to builtin properties (like deal type)
Or in alternative i can configure each of these aspects through the API, but I cannot update the builtin properties with an API call.
The first scenario it will be better because some people configured an environment manually, with the second scenario I must do some “reverse engineering” to reproduce the final state.
@Grogdunn The only way to copy data from one portal to another is via the APIs. To answer your question yes it is possible, however there is not pre-built way to do it and you will need to write a server-side script to figure it out. Sorry we didn’t get to this when you originally posted it.
@pmanca thanks a lot for the answers. Ok I can write my own a “cloner”
There is some way to update the builtin properties with API? Last time I’ve tried the system returned an error, something like “You cannot update a default contact property”, but through GUI I’m able to add and delete the options of a property.