Moving into production

Dan25 · 16 August 2021 15:05

Hi all!

I have been customizing SuiteCRM for my company for a while now and we are getting ready to push into production. One worry of ours is how to best get all of our existing data (hundreds of thousands of records) into SuiteCRM cleanly and efficiently.

We are moving from a very old CRM software, but can easily pull any bit of data we need from our existing databases. We were planning on creating some VB scripts to read through our data and outputting the specific data we need to csv files and importing that way.

Does that sound like the most sane approach to transferring data or does anyone else have any other ideas that may be better than ours on ways to transfer data. Any extra advice or tips would be greatly appreciated!

Thanks

p.konetskiy · 17 August 2021 09:48

@Dan25

I used csv format for import data to SuiteCRM. It works without problems. I see only one inconvenience. If the data have a lot of relationships. You should create all id each record or load data step by step.
Alternative decision is using format sql-dump for loading data into database directly. It’s possible too. You should understand the logic of data tables of SuiteCRM.

pgr · 18 August 2021 14:10

This sample import script might help you.

I believe that doing things from within SuiteCRM, via PHP and Beans, generates a much more controlled and coherent migration. Especially if you need to test conditions, set relationships and security groups (to manage permissions).

gist.github.com

https://gist.github.com/pgorod/3ce7868a290df0ef4f8c9de74f12a6cd

Import_script.php

<?php
//xdebug_break();
if (!defined('sugarEntry') || !sugarEntry) die ('Not a Valid Entry Point!');


$date= new DateTime();
//chdir('/opt/bitnami/apps/suitecrm/htdocs/');
echo 'School Importer started at ';
echo $date->format('r').'<br>';
echo '-------------------------------------------------------------------------------------------------------------------------------------<br>';

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Dan25 · 25 August 2021 14:29

Thank you both for the ideas and advice. It will be of help when we are ready to move forward.