How to copy one espocrm configuration to another.

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  • crmtesting
    Member
    • Oct 2024
    • 30

    How to copy one espocrm configuration to another.

    A friend has two very similar businesses, I have hosted EspoCRM for one of his businesses.
    I added custom fields, roles, teams, layout, web to lead, before save custom script, modified several things in the last 2-3 months.
    It's working fine now and everything is great. Now, he wants the same setup for his second business. So all the configuration would be the same but there wouldn't be any old data like leads, tasks, accounts, contacts etc.

    It seems I will have to do a fresh installation, and then do all the changes manually for this new installation to work like the old one which could be error prone and tedious.
    Or, is it possible that I can just do a fresh installation and copy some configurations from the first installation to the next.

    I hope I was able to clearly convey the challenge.
    Last edited by crmtesting; 03-09-2025, 06:25 PM.
  • victor
    Active Community Member
    • Aug 2022
    • 818

    #2
    This extension should help you: https://github.com/espocrm/ext-export-import/releases/tag/2.6.0
    How it works: https://docs.espocrm.com/extensions/...port/overview/
    Last edited by victor; 03-09-2025, 08:05 PM.

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    • crmtesting
      Member
      • Oct 2024
      • 30

      #3
      Thank you so much victor, I will check it out.

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