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Export/Import entities and relationship

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  • Export/Import entities and relationship

    Hi all,

    I have 3 custom entities with some relationship between them. I usually export entity data using the "Export" action on the entity records list panel in the EspoCRM dashboard. The records are exported but the relationships don't appear in the exported files. How can I export and import data entities and related relationships? Is this possible with some other actions not necessarily on the dashboard?

    Thank you.

  • #2
    Hi,

    Using CSV Export/Import, many-to-one and one-to-one relationships can be exported and imported as they implies an ID presented as a record attribute. For many-to-many, it can work only if you enabled link-multiple field.

    You can utilize Export-Import extension to migrate data between EspoCRM instances.

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    • #3
      Yes. It works! Thank you, Yuri.

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