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  • Moving customizations to another CRM instance

    Hello,

    We have launched a second instance of the CRM for testing custom functions, etc. How can we copy all customizations we did to the original instances (custom fields & relationships, layout changes etc.)? They don't seem to be in the MySQL DB.

  • #2
    Hello,
    if you do all of your changes with Entity, Layout and Label Managers, you can just copy custom folder. Check file / folder permission. After run Rebuild in Administration.

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    • #3
      Thank you. Is "custom folder" the actual name of the folder?
      We also have email and quote templates, reports and workflows.

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      • #4
        "custom" is the actual name of the folder
        [espoDir]/custom

        email and quote templates, reports and workflows - this data is stored in the database

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        • #5
          We copied the custom folder and ran rebuild. The labels were updated, but the custom fields did not appear. Also, the UI settings are still default. What else should we do?

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          • #6
            Custom fields are in custom field as well, if you created them in Entity Manager. Was Rebuild result Success?

            Some of UI settings are in data/config.php
            don't copy it, just compare the values and copy which you need,

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            • #7
              I did Rebuild once more and this time it worked. Thank you.

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