Copy a Button to a customer

A copy puts a new Button in the OneClick of one of your customers. You can copy a Button of a customer or a Template Button. The source Button stays and does not change.

The copy does not take secret values and some customer settings with it. After the copy, an admin of the customer must complete the copy in OneClick. See What a copy leaves behind.

Copy a Button of a customer

1. In the sidebar, click Buttons. The menu shows List and Logs.
2. Click List. The tab Your buttons opens.
3. Find the Button. See Find a Button.
4. On the card, click Copy to org. The window Copy button to organization opens.
5. Click Select organization…. A list of your customers opens.
6. Click the customer that gets the copy. You can type a part of the name in Search organization… to find it.
7. Click Copy. The Partner Portal shows Copied with the name of the Button and the name of the customer.

The list does not show the customer that has the source Button. You cannot copy a Button to the same customer.

Copy a Template Button

1. In the sidebar, click Buttons. The menu shows List and Logs.
2. Click List. The tab Your buttons opens.
3. Click the tab Templates. The Template Buttons show.
4. On the card of the Template Button, click Copy to org. The window Copy button to organization opens.
5. Click Select organization…. A list of your customers opens.
6. Click the customer that gets the copy.
7. Click Copy. The Partner Portal shows Copied with the name of the Button and the name of the customer.

The copy of a Template Button is a usual Button in the OneClick of the customer. It is not a Template Button.

Copy from the summary

You can also start a copy from the summary of a Button. Click Copy to org at the bottom of the summary. The summary closes, and the window Copy button to organization opens. Then do the steps from step 5.

Find the copy in OneClick

The copy is in the Buttons list in the OneClick settings of the customer. It has the name of the source Button with “(transferred)” at the end. If a Button with this name is already there, OneClick adds a number, for example “(transferred 1)”. The copy is not in a group.

In OneClick, Transfer Origin of the copy shows Zimple Partner Portal as the API key and the name of your Partner as the person who transferred it. The Transfer History of the source Button shows the same data.

Who can get a copy

• You can copy only to your own customers.
• OneClick must be installed in the Pipedrive company of the customer.

If the copy fails

The window shows the error under the customer field.

Message	Cause and fix
Target organization isn’t ready to receive a copy yet (no active installation).	OneClick is not installed in the company of the customer. Copy the Button after the installation.
That button or organization is no longer available. Please refresh the page.	Somebody removed the Button or the customer. Refresh the page.
Button not found	The Button is not a Button of your customers now. Refresh the page.
Target organization not found in your scope	The customer is not your customer now. Refresh the page and select another customer.
Couldn’t reach OneClick. Please try again.	The Partner Portal did not get a connection to OneClick. Try again.
OneClick rejected the transfer. Please contact support.	OneClick did not make the copy. Contact Zimple support.