Export/Import Teams

[cpicanco]

Is it possible to import and export teams for a particular record?

[Maximus]

Hi,
you can chose a 'teams' field upon exporting. Also, you can import exported 'teams' value as well.

[cpicanco]

Ok, thank you. However, I thought that selecting "export all fields" would export all fields, including the "teams" field.

[Maximus]

Yes, the 'teamsNames' and 'teamsIds' fields dont exporting uponusing "export all fields" function.

[cpicanco]

Also, I am not able to import the 'teamsNames' and 'teamsIds' fields.

[Maximus]

> Also, I am not able to import the 'teamsNames' and 'teamsIds' fields.
Could you describe more explicitely. You can't import one team record or many? Please, describe the steps you did while importing.

[cpicanco]

The "Team" ("teamsIds" or "teamsNames") option does not shows up in the field list in the step 2 of the import steps.

Here is a sample record:

name,teamsIds
TEAM 1,["5d850d268bd198382"]
TEAM 2,["5d850d36874c58eda"]
TEAM 3,["5d850d411902d3c44"]

step 1, select your file, choose "update only", change needed options and when the table is pretty enough click next;
step 2, choose the fields you want to update, and the fields you want to ignore, click next; <- (team option not available);

[Maximus]

To be able to import the teamNames and teamIds fields into the 'teams' field you should have this data in your csv file. If you have made export by using "export all fields" function, your file doesn't have these parameters.
Make a test. Create a new csv export file with the 'Teams' field. After, try to import it. On the step 2 of the import you will see the "teamsIds" and "teamsNames" fields.

[cpicanco]

Hi Maximus, I am doing exactly what you described. However, team fields are not showing up in the field list. So, I am unable to proceed and import them.

[Maximus]

Thanks for the screenshot. Now I see. I will ask our developers whether this is the expectable import logic. For now, the only way to select the teams is to utilize the 'Default Values' section on Step 2 of the import.

[Startx]

Hello All,

Any news concerning the ability to import Teams ?
Indeed, I must import more 500 teams ?

Thanks for your answer.

[Maximus]

Hello,
Did you read the official documentation https://docs.espocrm.com/administration/import/ ?

[Startx]

yes thank you Maximus,
Unless I'm mistaken, my problem is that the team table is not available for import.

[Maximus]

If you have an access to the EspoCRM file system then you can try:
1. Create the file /custom/Espo/Custom/Resources/metadata/scopes/Team.json with the code

{"importable": true}

2. Administration -> Clear Cache;
3. Refresh a web page and check whether you can select the Team entity for Import.

[Startx]

I had already tried but it does not seem to work. The team object does not appear in the interface after this change. I tried to work around the problem by renaming the acount entity as a group but it is not suitable for the permissions on the contacts.

[Maximus]

In my case it is working. Please take a look at the screenshot below.