Copy a Transaction

The most common reason to copy a Transaction is for testing purposes.

To copy an existing Transaction:

  1. Go to your Transactions settings page
  2. Select any Transaction by clicking on it
  3. On the Transaction's main page, click on the Copy to Test iconon the top right
  4. A confirmation dialogue will pop up, select Yes, copy transaction
  5. A confirmation dialogue will pop up on the bottom of the page, and you will be taken to the new Transaction.


You can’t create a Live transaction by copying an existing transaction, you can only copy to the Test stream.

Any Transaction attachments, as well as the audit trail and status aren't copied to the new Transaction.