Entity Copying

Copy lets you create a new entity from an existing one, carrying over its settings instead of building it from scratch. This page covers copying a Blueprint, a Bank Terminal, and a Requestor.

Before you begin

• The entity you want to copy already exists.
• Open that entity’s own page — Copy sits next to the Edit button in the top-right corner.

Copy a blueprint

1. On the Blueprint List page, click the ID of the blueprint you want to copy.

2. In the top-right corner, select Copy.

3. Name the new Blueprint.

   Note

   Use Inherit to reuse the name from the original.

4. Select a new manager or keep the current one.

   Tip

   Leave the field empty to inherit the manager from the original.

5. Specify the currency.

   Use Inherit to reuse the currency from the original.

   To create copies in other currencies, use Additional Configuration In Different Currency: check the box, then select the currencies you need from the Currency field. The entity’s ISO-3 currency code is appended to the end of each copied entity’s name.

   

6. In the bottom-left corner, you can also copy Restrictions and Configurations from the original blueprint.

7. Selecting Configurations shows the Requestor and Bank Terminal fields.

8. For Requestor, choose how tokens are handled (see Token options), then enter a new name for the requestor copy.

9. For Bank Terminal, enter a new name to create the copy.

10. You can also transfer Restrictions and Attributes settings as shown below.

    

11. Selecting Copy Configurations opens a window with the following parameters:

    • New merchant — leave empty to keep the original merchant.
    • Autoname entities — names the new entities automatically, with the option to replace individual words from the original names.
    • Configure requestor.
    • Assign a new bank terminal or keep the current one.

12. Select Create Blueprint in the bottom-right corner.

Copy a bank terminal

1. On the Bank Terminal List page, click the ID of the bank terminal you want to clone.

2. In the top-right corner, select Copy.

3. Use Inherit to auto-fill the fields:

   • Bank Terminal Name
   • Manager Rate Plan
   • Bank Terminal Description
   • Currency

   If you don’t need to copy Channel settings, clear the corresponding checkbox.

   

4. Enter a Financial Instrument name.

5. Transfer Restrictions and Attributes settings as shown below.

   

6. Select Create Bank Terminal in the bottom-right corner.

Copy a requestor

1. On the Requestor List page, click the ID of the requestor you want to clone.

2. In the top-right corner, select Copy.

3. Use Inherit or enter the name manually, then select new Restrictions and Blueprint.

4. Under Tokens, choose how tokens are handled (see Token options).

5. Transfer Restrictions and Attributes from the original, or create new ones after creation via the Edit button.

6. Select Create Requestor in the bottom-right corner.

Token options

When you copy a Requestor (on its own or as part of a blueprint), choose how its tokens are handled:

Option	What it does
Copy without tokens	Clones the requestor without any tokens.
Generate new	Creates new tokens, with the option to change the API Hosts.
Copy from parent requestor	Copies the tokens from the original requestor.
Copy from merchant	Transfers tokens from the merchant, with the option to change the API Hosts.

Troubleshooting

Problem	What to do
You can’t find the Copy button	Copy is on the entity’s own page, next to Edit. Open the specific entity by its ID first.
A field such as manager or currency is empty	Leaving a field empty inherits that value from the original.
You want copied names to match the original	Use Inherit for the name and currency, or Autoname entities to base the new names on the originals.
Copies in another currency aren’t named as expected	With Additional Configuration In Different Currency, the ISO-3 currency code is appended to each copied entity’s name automatically.