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Hi,
I have two entity types: Opportunity and Project
The Project Entity is the result of our original migration to EspoCRM and are conceptualy the same as Won Opportunities. In fact, from the old system, 99% of Project have an analog on the Opportunity table.
My users don't like that, me neither!
I want to "merge" the Projects into Opportunity and then delete the Project Entity from the system, for that I need to:
I am know messing around the code seeing how to do that with a small script,
but I'd appreciate any warnings or recommendations for my journey!
Thanks,
marc
I have two entity types: Opportunity and Project
The Project Entity is the result of our original migration to EspoCRM and are conceptualy the same as Won Opportunities. In fact, from the old system, 99% of Project have an analog on the Opportunity table.
My users don't like that, me neither!
I want to "merge" the Projects into Opportunity and then delete the Project Entity from the system, for that I need to:
- Do a backup
- Match Projects to Opportunity (by a custom field already in place) or Create a new Opportunity if it is not there
- Reassign al related objects of the Project to the Opportunity (Tasks, Calls, Meetings, documents, ...)
- Reassign the Notes from the Project to the Opportunity
- Copy the Entity field values (description, change date, assigned to)
- Delete the Projects
I am know messing around the code seeing how to do that with a small script,
but I'd appreciate any warnings or recommendations for my journey!
Thanks,
marc