MIgrating data from old Suite CRM to new one. to new

đź’¬ General Discussion
1

I have a new install of Suite CRM. I want to move all most data(leads, contacts, accounts, note,s meetings, calls, etc…

Is there a general go to guide?

Or, can anyone lay out the basic steps to achieve this?

Thanks

2

The TL;DR version is here:

A couple of things written there, that I want to emphasize:

  • do not attempt database migration across different SuiteCRM versions (if you’re migrating, you’re not upgrading; if you’re upgrading, you’re not migrating)

  • the database migration itself is easier than most people think. Look for MySQL tutorials mentioning mysqldump

3

Hello,

I am looking to do a migration, not an upgrade. I do not understand how this tutorial will help .e

I also forgot to mention that I am going from v7.11.18 TO v7.12.2

Is there a way to export the leads, accounts and contacts? How abour calls, and other activities, so that they will be linked to the lead. contact and account?

Thanks

4

Chapters 2.2 and 2.3 are what you need. They’re pretty simple but it’s what you should need.

Doing a full database migration will save you the hassle of working out all the relationship tables - and that can be a lot of work.

Of course you can do a migration based on module-level exports and imports, but that will likely prove troublesome and problematic in many ways.

Only start this part after you have a working migrated server. Remember to have a look at the [Compatibility Matrix](I also forgot to mention that I am going from v7.11.18 TO v7.12.2) to make sure your versions (PHP, database, etc) are compatible with both those SuiteCRM versions.

5

Im still on7.10.6 (has been very stable) . Now that I have a test dev (to test new addons etc), I am attempting upgrade. My last upgrade did not complete the full process sadly. It stalled and would not finalize - result the admin section was blank. Deleted the dev and Starting over. (On the upside - I am getting practice on setting up dev instances in CPanel - :astonished: ).

I was trying to go from 7.10.6 to 7.12 ESR. Maybe a bad move. I found this archive of what I think are incremental upgrade options.

So many options :face_with_raised_eyebrow: