Migration from a different CRM to Joforce can be done within 3 simple steps
Download the Joforce Package.
Unzip the package from server root
For Ubuntu & NGinx→ /var/www/html
- For windows → C/xampp/htdocs
- Create a database for your Joforce CRM.
Once done, navigate to your browser and access your Joforce CRM (Eg: your-ip/Joforce)
Install - You will be getting your Installation Wizard
- Click on Migrate from Vtiger? And you will be navigated to the migration wizard.
Kindly make sure that you’ve done all the necessary requirements needed.
Check and enable the checkbox, once you’ve have done with the above mentioned things.
- Click on Next.
- Start Migration
Now the migration process will start and you can get all your Vtiger CRM data inside Joforce.
Migration from Joforce 1.4 to Joforce 1.5
Migration in Joforce is a simple process to do. Before starting to migrate, take a safe backup of config/config.inc.php, .htaccess files, and also the database of your current JoforceCRM.
Perform the following steps to commit migration.
Download the migration patch file from here.
Unzip the downloaded file in your Joforce root directory.
Replace the files modified, press 'Yes' to continue.
Give Read, Write and Execute permission to files (sudo chmod -R 777 config/ tabdata.php parent_tabdata.php cache/ cache/images/ cache/import/ storage/ user_privileges/ modules/ cron/ logs/ cache/ languages/ layouts/ menu/ migrate/ .htaccess).
- To proceed, open the migration wizard in the browser. Run http://your-url/migrate/
The Migration wizard provides a quicker way to upgrade to the latest version of JoforceCRM. Follow these simple steps to upgrade your JoforceCRM.
Check the 'Backup of Source folder' and 'Backup of Database' boxes to confirm the backup taken for the database and files of the current Joforce CRM.
- Click on Next → Start Migration and the migration will be completed in a few minutes.