How to transfer customizations to other Suite crm installation?

Hello,

if I have a custom module, I can export it and install it via the module loader - totally fine.

How about a set of fields for leads or accounts for instance?
How would I transfer those custom fields to another CRM system?

You can export these as well from studio on a module by module basis. Just pick the ones you want to export.

I tried this a while ago and didn’t worked, can u check if it works in that version?

Just out of curiosity, export just gave me an zip file not totally empty but custom modules and fields weren’t showing and importing as well didn’t showed any custom configuration.

I don’t know specifically if there is an issue with that version, but I use this feature all the time to move changes from DEV to PRODUCTION. Never had an issue for years.

1 Like

Could have been an issue with 8.5.1, at least that’s the only version i tested that into

There have been a few threads here about issues with module builder and installing modules. Maybe related?

One caveat. If you create a new dropdown it moves the dropdown over with this method. If you add values to a dropdown. The modified drop down values are not added when using this feature. Other than that, it has worked great.

2 Likes

can be possibly related yes, thanks for your input :smiley:

Extra fields you add in studio are saved as PHP files under the “custom” directory.

Or “public/legacy/custom” if it’s SuiteCRM v8

2 Likes