Export of joined entities

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  • gino909
    Junior Member
    • Jan 2019
    • 7

    Export of joined entities

    Hi
    I have the need to export a combination of data between Accounts and contacts.
    How can i achieve this ?

    I have seen that is possible to extend the exported fields (https://forum.espocrm.com/forum/feat...-phone-numbers), but I could not manage to make it work. And then I do not know if it is possible to add fields from another entity.

    We have Advanded pack to, but also there it is only possible to query 1 entity as far as I know. It would be great if there could be done a join between entities and query on the joined data set.

    How we can make it work, thank you for any suggestion

    Gino
  • shalmaxb
    Senior Member
    • Mar 2015
    • 1606

    #2
    Hello, perhaps export from database all tables, that you need. There are some entities, that cannot be exported in whole (or even no entity at all). I did this with my Knowledgebase. I exported the referring tables and it worked. I had only to adjust a few links afterwards.
    In case of custom entities you could first copy the complete custom folder and after that the database tables.

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    • gino909
      Junior Member
      • Jan 2019
      • 7

      #3
      Hi
      Thank you for your answer.
      I am not convinced that this is the solution. We would create a solution that enables the user to export the needed data by himself, without DB interaction. and if possible without any Excel Handling. I have seen there exits the possibility to create custom reports (https://forum.espocrm.com/forum/deve...tiple-entities). Is this the only way to make reports over more then 1 entity possible?
      I think the possibility for entity joins in reports should be possible without coding custom reports.
      Thank you
      Gino

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