When you've built a Databoard that works well for one client, copying it to another account saves you from starting from scratch. This is useful for onboarding new clients quickly, sharing a polished reporting layout as a starting point, or giving a client ownership of their own version that they can customize independently — without affecting your original.
- Navigate to Databoards.
- Switch to the account you want to copy from, if needed, using the account switcher in the top-left navigation.
- Hover over the Databoard and click the ... icon.
- Select Copy to client account.
- In the dialog, select the destination from the Select client dropdown, or enter the destination's Account ID directly.
- Click Send copy.
When copying from a client account back to your agency account, select Copy to agency account from the ... menu instead. No destination selection is needed — click Send copy to proceed.
When a copy is sent to an account, a notification appears on the Databoards page in that account.
- Switch to the destination account.
- Navigate to Databoards. A pending Databoard notification will be shown.
- Click Accept.
- Connect the appropriate data sources from the destination account to populate the Databoard with data.
- Click Accept to complete the process.
FAQ
Can I copy multiple Databoards at once?
Yes. In the list view on the Databoards page, select multiple Databoards using the checkboxes, then use the Copy to client account action to send them all to the same destination in one step.
