Export/Import Teams

[duclinhnguyen]

Sorry for this late reply, I just had some research and this is the solution from my team. The only way to add these functions is by implementing the code in the system.

[Startx]

Thanks to you

[Maximus]

Please try to export with the way shown on the attached screenshots.

[Startx]

Now, I need export (import is OK) Teamids from contacts.
(to join contact, team, entity_team_and team table)
Is that possible to do that in interface by easy way ?
Thanks for you help

[Startx]

Ho, really sorry. This is because the file did not have the correct owner.
Teams is available in interface.
I will be able to continue the rest. Thanks again Maximus

[Maximus]

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

[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]

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]

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

[Maximus]

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

[Startx]

Hello All,

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

Thanks for your answer.

[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.

[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]

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]

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);