Moves the EspoCRM docs describe beyond CSV import: transferring records, settings and customizations between instances, and moving a self-hosted instance to new servers.
Moving an existing EspoCRM, such as a cloud or hosted instance, onto your own servers: Export Import extension runs for records, settings, customizations and files, version alignment, extension licenses, and validation before cutover.
Treating EspoCRM roles, workflows and BPM flowcharts as deployable configuration: using the Export Import extension in a delivery pipeline, comparing changes before import, and keeping customizations in the custom directory under version control.
Rehosting a self-hosted EspoCRM: file and database backups, server configuration, permissions, config file corrections for database and site URL, crontab setup, and the documented MariaDB to MySQL dump incompatibility with TEXT column defaults.
Moving from SuiteCRM to EspoCRM: exporting module records to CSV, translating dropdown option IDs to labels, mapping custom modules to custom entities and importing in dependency order.
Moving leads, contacts, companies and opportunities from Odoo CRM into EspoCRM: import-compatible exports from Odoo list views, batch sizes and rebuilding pipelines and activities.
Replacing Excel or Google Sheets customer lists with EspoCRM: UTF-8 CSV preparation, import order for accounts, contacts and opportunities, relations, duplicates and reverting a bad import.
Bringing past customer correspondence into EspoCRM: fetching mailboxes from an earlier date through IMAP, group versus personal accounts, automatic linking to records and avoiding duplicates.
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