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Thread: Accounts transfer new setup

  1. #1
    johnswolter is offline Sugar Community Member
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    Default Accounts transfer new setup

    I need to move accounts to a different instance of SugarCRM. The number could vary from just one to batches of 20 or 30 at a time. Both instances are the same version. Is there an easy way to export then import between these two setups?
    johnswolter@wolterworks.com

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Accounts transfer new setup

    SQLyog (www.webyog.com) provides a facility to that very easily. For Windows users only though...
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
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  3. #3
    ros.vol is offline Sugar Community Member
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    Smile Re: Accounts transfer new setup

    or phpMyAdmin (web- application) is free and almost at every server.
    Rostyslav Volonchuk

    SugarCRM development and customizations

  4. #4
    johnswolter is offline Sugar Community Member
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    Default Re: Accounts transfer new setup

    My system is LINUX based, so I will have to use PHP based manager. Since I don't know the database's table layouts how do I know how to transfer an account completely? Are accounts contained in a single table? What might you know about the table layouts and inter-links for accounts?
    johnswolter@wolterworks.com

  5. #5
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Accounts transfer new setup

    All the accounts info is stored in the Accounts table. If you added custom fields, you'll also want to transfer accounts_cstm. The relationship data is stored in the other tables whose names begin with accounts_*, but beware because that is not a comprehensive list. For example, e-mails are linked to an account via other tables.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
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    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  6. #6
    theone is offline Member
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    Default Re: Accounts transfer new setup

    Where are the email addresses for accounts stored? I'm attempting to take an older version of Sugar data and import it into a new version of Sugar plus set up the information correctly. On the old version accounts hadd all of the email addresses and none of them were in contacts. So now I'm trying to export the emails address on the accounts and then on the new version import them as contacts associated with the account. But I can't find where I can export the account email address. I'm even scouring the db in phpMyAdmin and I can't locate them.
    Any help would be greatly appreciated.
    Don

  7. #7
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: Accounts transfer new setup

    email_addresses and email_addr_bean_rel tables

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