Rebuilding UI twice? There must be a better way

[partomas]

Hello,

I have a question regarding the possibility of transferring or replicating a configured user interface and layout between CRM instances.

There is a demo environment available (https://demo.eu.espocrm.com/#Admin/userInterface) that showcases a UI setup (layouts, reports, and other configurations) which I really like. I would like to understand if it is possible to transfer a same UI setup into my own CRM instance?

Additionally, I see another important use case:
When building a CRM system for a client, we typically go through a phase where we define layouts, fields, menu items, dashboards, and reports in a test (staging) environment together with using dummy data. Once everything is finalized, it would be extremely useful to export the entire configuration and import it into a production CRM instance with minimal effort (ideally in one step).

My questions are:

• Is there a built-in way to export/import full UI configurations (interfaces, layouts, reports, etc.)?
• Are there any recommended tools, extensions, or best practices to achieve this?
• How do others handle this kind of workflow in EspoCRM?

Any insights or suggestions would be greatly appreciated.

[yuri]

Hi,

You can use the Export Import extension. There were multiple topics on it on the forum.

You can also export the Entity Manager customization to an extension.

Our demo data is not open sourced currently.

[shalmaxb]

you can also copy the config.php from your staging installation to a copy of that instance. It will provide all configuration of menu, dashlets and so on. In the target installation you will vae to adapt some details as the URL for example, email configuration and others..
Never copy the config-internal.php, though, because it keeps data only for the specified instance.