Clone a Connection

Clone an existing external data connection in PlaidCloud to reuse its configuration as the starting point for a new 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

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