Clone a Connection

Description

Cloning duplicates the configuration of an existing connection — host, port, options, credentials reference — so you can edit a few fields and save it as a new connection rather than re-entering every setting.

Cloning works for every external data connection type: database, ERP, REST, cloud service, Git, and document.

Clone a Connection

1. Open Tools > Connections
2. Select the connection you want to copy
3. Click Clone in the toolbar (or right-click the row and select Clone)
4. Edit the new connection’s name and any fields that should differ
5. Click Save

Owner-Only Actions

Edit, Clone, and Delete are only available on connections you own. If those toolbar buttons are greyed out for the selected row, you are not the owner — ask the owner to clone the connection for you, or have them add you as an additional owner via Edit Owners.

Note

Cloning copies the configuration but not any test results or run history. Test the cloned connection before relying on it in a workflow.