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.

Migration Wizard

Step: 1

  • 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.

Step: 2

  • 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/

Migration Wizard

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.