Import Help

[nocstaff@urbancom.net]

I have a CRM that I am moving away from that has knowledgebase articles in XML format that I want to import into EspoCRM and Comments from a ticketing system that I want to import to EspoCRM. Does anyone have an easy way to accomplish both of these imports?

[lazovic]

Hi nocstaff@urbancom.net,

To allow import of notes in EspoCRM, you need to specify the following in the {ESPO_DIR}/custom/Espo/Custom/Resources/metadata/scopes/Note.json file:

{
  "importable": true
}

During import, make sure that

• the parent type is specified (e.g., Case or Ticket)
• the parent ID is specified
• the note type is specified as Post

Also, please note that you can import records into EspoCRM instance only in the CSV format.

[nocstaff@urbancom.net]

Thank you for responding back. I went to /var/www/espocrm/data/espocrm/custom/Espo/Custom/Resources/metadata/scopes and only saw a SMS.json file. I created a Note.json file and added

{
"importable": true
}

I cleared cache and did a rebuild. I went back to import the csv and when mapping notes I do not see Post as an option

[lazovic]

nocstaff@urbancom.net,

In the Default Values tab in Step 2 of import, choose Post as type:

[nocstaff@urbancom.net]

This is what I have:


and if I choose type, post is not there either

[lazovic]

nocstaff@urbancom.net,

Please select the Type field and take a screenshot of its values.

[nocstaff@urbancom.net]

This is what I see as options

[nocstaff@urbancom.net]

These are the types of cases I added for the "Type" dropdown.

[lazovic]

nocstaff@urbancom.net,

So you have selected the wrong entity for import. There should be a Note entity in Step 1 of import.

Also, keep in mind that you need to select the type in the Default Values panel:

[nocstaff@urbancom.net]

Ok before I do this, how do I associate the notes with each case then? I already imported all of the cases without the notes for each case

[lazovic]

nocstaff@urbancom.net,

It all depends on what fields are in your CSV file. Workflow should be able to relate specific notes to specific tickets/cases.

[nocstaff@urbancom.net]

I went and selected Notes instead of Cases in the entity type in step 1, and now as you said, I am able to select Post as an option in Default value in step 2. I'm still a little confused about how to match the comments with the correct cases, however. I included 2 screenshots of what my csv table headers look like. Do I have to add a different row to this file in order to make it work, or can I just use my pre existing headers? I'm not certain what fields needs to be filled in here.