Database duplication is a cool new technology that allows any BenchmarkONE user who has more than one account to quickly copy data from one account (source account) to another (destination account). This can save a user with multiple accounts lots of time and effort, especially our BenchmarkONE Partners.
To copy data from one account to another, simply submit your request to our support team by emailing support@benchmarkone.com. A team member will reach out and help complete your request.
If an item already exists in an account, it will not be updated - only NEW items will be copied.
Important Note: A user must have access to both the source and destination account(s) for database duplication to work. For BenchmarkONE Partners, this will most likely be the partner email address used to toggle between accounts.
What can be copied:
The whole account
An entire module (see module list below)
Individual items within a module (specific email templates, statuses, tags, etc.)
Modules that can be copied:
Company Custom Fields
Contact Custom Fields
Deal Custom Fields
Contact Statuses
Company Statuses
Deal Stages
Tags
Campaigns
Email Templates
Tag Rules
Contact Scoring Points
What cannot be copied:
Online Forms
Automation: add / remove contact from event
Automation: send webhook
Automation: Update Contact Information will not copy Temperature or Referred By fields