# Copy a Databoard to another account

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.

For structured, scalable reporting across multiple accounts, [Account Templates](/create-a-template) are the recommended approach. They let you push layout updates to all connected Databoards at once. Use the copy feature for ad-hoc situations.

## Send a copy

1. Navigate to **Databoards**.
2. Switch to the account you want to copy from, if needed, using the account switcher in the top-left navigation.
3. Hover over the Databoard and click the **...** icon.
4. Select **Copy to client account**.
5. In the dialog, select the destination from the **Select client** dropdown, or enter the destination's **Account ID** directly.
6. Click **Send copy**.


copy-dialog
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.

copy-to-agency-account
The copy isn't transferred immediately — it stays **pending** in the destination account until an admin accepts it. Any changes you make to the original Databoard while it's pending will be included when the copy is accepted.

## Accept a copy

When a copy is sent to an account, a notification appears on the **Databoards** page in that account.

1. Switch to the destination account.
2. Navigate to **Databoards**. A pending Databoard notification will be shown.
3. Click **Accept**.
4. Connect the appropriate data sources from the destination account to populate the Databoard with data.
5. Click **Accept** to complete the process.


accept-copy
No data is transferred with the copy — Databox re-syncs the same metrics using the destination account's own connected integrations. Once accepted, the copy is fully independent of the original; changes to either Databoard don't affect the other.

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.

 

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