Convert lead into contact

[filippogasbarro]

Is it possible to convert a lead into contact without rewrite all the "customer card" contact?

[tanya]

check this file
/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json
create (modify if exists) /custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json
override section
"convertFields": { "Contact": { "{contactField}":"{leadField}" } }

[filippogasbarro]

Yes, I have done, but if I try to convert a lead into a contact I must to copy and paste all the field

[tanya]

Is your json file valid? Did you rebuild EspoCRM after changes?

[filippogasbarro]

By rebuilding espocrm the server respond to me: Bad server response with a complete white page.
This I have written in the json file:

{"convertFields": { "Contact": { "{contactField}":"{leadField}" } } }

[tanya]

did you open /application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json for seeing an example?

{contactField} has been replaced to needed contact field
{leadField} has been replaced to needed lead field

[filippogasbarro]

Now is writting this in the file

{
    "fields": {
        "convertFields": {
           "Contact": {
"{contactField}":"{leadField}",
        }
}

But I don't see any differences. What must to change after that? Because the link to the contact must to stay but there will be for example a button to replicate data in contact

[tanya]

are you kidding?
use Account settings as example.

"Account": {
            "name": "accountName",
            "billingAddressStreet": "addressStreet",
            "billingAddressCity": "addressCity",
            "billingAddressState": "addressState",
            "billingAddressPostalCode": "addressPostalCode",
            "billingAddressCountry": "addressCountry"
        }

Fields with the same name will be filled automatically, other you have to set there. And do not forget, that json has to be valid

[filippogasbarro]

Is it possible to set this in the backend settings?

[filippogasbarro]

Ok, but I don't understand why this feature is not set by default to convert a lead into a contact. Is it useful for all.

[tanya]

because json is not valid now. Fields with the same name will be filled automatically, other you have to set there.