Copy to Account

Copy to Account is an administrator tool that copies a custom object between your accounts. Use Copy to Account to select a target account, choose dependencies, select record instances to include, then preview and deploy your custom record. The tool can copy one custom object (including dependencies and instances) at a time.

To use Copy to Account, verify that both NetSuite accounts meet the following requirements:

• Need to enable the “SDF” and “Copy to Account” features in both accounts.
• The target account must be the same version of NetSuite as the account you copy from.
• The “Copy to Account” feature is available to users with the Administrator role only.

To select a target account:

1. In the Target Account field, select the target account.NoteIf the target account that you want to select is dimmed or not in the list, review the requirements for using Copy to Account.
2. In the Deployment Audit Trail Name field, enter a name for the copy task. This is the name that will appear in the deployment audit trail.
3. Click Next.

If a target account has an administrator role and that account is missing any other “Copy to Account” requirements, then the account appears in the Target Account list but cannot be selected.

To select dependencies:

1. Select any additional dependencies you want to include.
2. If you want to copy instances from a custom record type object, check the box in the Include Instances column.
3. Click Next.

To preview your deployment:

1. Click Preview.
2. If preview is successful, click Deploy,

If you use Copy to Account on a production account, be aware that deployment immediately modifies data in a live environment. When you click Deploy, the object and selected dependencies are deployed to the target account. Deployment cannot be cancelled or reversed.

To deploying to your target account:

1. Click Deploy. To access a live log of the deployment, keep this page open.
2. When the deployment is complete, click Done.

You can download a log of the Copy to Account deployment as a text-formatted LOG file.

To view a Copy to Account log:

1. From the target account, go to Customization > SuiteCloud Development > Deployment Audit Trail. You can find the LOG file under the name you entered as the Deployment Audit Trail Name in the Selecting a Target Account step.
2. Click Download Log.