Duplicate or bulk-create client accounts
Copy a proven account setup or add up to 20 new client accounts in one batch.
Duplicate one account when you want to reuse its setup. Use bulk creation when you need many new client accounts at once.
Choose the path that matches your goal:
- Duplicate copies selected setup from one account. Check the copy choices carefully, especially Files and people.
- Bulk create makes up to 20 accounts from names you enter. It starts each account with its normal defaults.
Duplicate an account
Only a company owner or admin can duplicate an account. The owner or admin must also have access to the source account.
- Open the Sydnee home page.
- Open the source account's options menu.
- Select Duplicate Account.
- Check the New account name.
- Under Modules to copy, turn each part on or off.
- Select Duplicate account.
The progress window shows the current step. A large account can take a few minutes. You can close the window and reopen Duplicate Account to check the same job.
When the copy is ready, Sydnee opens the new account.
What is copied
Branding and account-level settings are always copied.
These choices are on by default:
- Dashboard: Memo Pad content and widget layout
- Files: current files, folders, Deliverables, and folder access rules
- Tasks: sections, collaborators, reminders, and attachments
- Service showcase: status, details, order, and assignee changes
- Custom pages (embeds): account pages and their order
These choices are off by default:
- Team members
- Client access (portal members)
The copy does not include Requests, Task comments, File comments, File history, Account activity, or Event history. Files and Task attachments that are no longer in storage are skipped.
Bulk-create accounts
- Select New Account, then Create multiple accounts.
- Enter an account name in each row. Use Add account for more rows.
- Choose Add client to enter optional client names and emails.
- Select Review accounts and check the account and client details.
- Select Create accounts. The button shows the number to create.
- Review the results, then choose Open account or Done.
You can create up to 20 accounts in one batch, with up to 10 clients per account. A form opened in the multiple-account view can use Create one account to switch back.
Paste from a spreadsheet
Choose Paste from spreadsheet. Paste one account name per row, or use three columns: Account name, Client name, Email. Repeat the exact account name on later rows to add more clients to that account.
Use Download example (.xlsx) for a starting sheet. Headers are optional. Replace the sample rows before choosing Add pasted rows, then review the imported details.
Bulk creation gives the entered clients portal access without sending invitation emails. Prepare the portal, then use client access to send invitations.
What happens when part of a batch fails
The results show which accounts were confirmed and which client details need a check. Open each created account to review its client access.
Check before retrying. If a result says Not confirmed, or Sydnee couldn't confirm what was saved, processing may still be in progress. Check Accounts and each account's client list before adding anything again. A second submission can create duplicate accounts.
If an account was created but a client wasn't added, add only that client in the existing account. If the account list couldn't refresh after a successful result, reload Accounts rather than resubmitting the batch.
What your client sees
Duplicating with Client access (portal members) on lets those clients choose the new account after sign-in. If it is off, no client is copied.
Bulk-created clients get account access. They still need the portal URL or an invitation email before they know where to sign in.
Fix a common problem
Duplicate Account is unavailable
Only a company owner or admin can duplicate accounts. If you have one of those roles, reload the account list. Duplication also needs the account's current ID. If the action stays unavailable, contact support with the account name.
Progress cannot refresh
Select Retry progress check. If Sydnee says the job is no longer available, close the progress view and start a new duplicate.