Update from Version 8.4.2 to newest(9.3.9) not possible. Migrate data + Sales Pack

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • biocronic
    Junior Member
    • Mar 2023
    • 20

    #1

    Update from Version 8.4.2 to newest(9.3.9) not possible. Migrate data + Sales Pack

    Hi my friends,

    as I wrote in the heading .... the problem is to update from 8.4.2 to the newer version with sales pack extension.

    Now I am trying to migrate the data from the old system to the new one.

    But I am facing the standard ID(primary key) problem because all data containing Offers, Sales and Invoices etc are using references to espo users from the users data base.
    But I cannot import user data from old system to the new one. So I have to insert the users manually. This will cause that the users will get new USER_IDs. The plan for now is to have a table with references for the users where i can see name / email / old ID / new ID.
    After the import of the sales data I like to switch the User_IDs in the offers, sales, invoices etc from old ID to the new one.

    Am I thinking to complicated? Is there a better and easier way to to it?

    The next things are the entities which have edited and specialised layouts.
    For there are many layout types for each entity I need to copy that layout data somehow to the new system.
    Is there a way to do it without editing each layout type or field?

    Thank you for you time and help.

    I would be very happy to have someone who already did this or can help somehow!

    Have a nice day so far!

    PIT
  • victor
    Active Community Member
    • Aug 2022
    • 1218

    #2
    1. The best migration option involves transferring data from one environment to another supported environment (database, php versions). And it is described in the official documentation: https://docs.espocrm.com/administrat...nother-server/.
    2. Another acceptable option may be to update EspoCRM in a test environment (where there is, for example, the ability to switch between different php versions). And after the update - transfer to Prod. It is better to update with uninstalled extensions. And it is advisable to install them only after the update.
    3. The last risk-free option may be to use the Export-Import extension (free official extension): https://docs.espocrm.com/extensions/...port/overview/.

    Comment

    Working...