How To Upgrade Your VtigerCRM

Vtiger CRM Version 6.0 is available now

Those who plan to upgrade from Vtiger version 5.4 to Version 6.0, follow these simple Step By Step tutorial. Please visit Vtiger Customization and Development Services to know more about our our development services.

how-to-upgrade-vtiger.jpg

Migration Step by Step process:

  • Backup the particular database and files of vtiger.
  • Download vtigercrm-540-600-patch.zip file.
  • Unzip vtigercrm-540-600-patch.zip. Please be sure you have to unzip the file from vtiger root.
  • Open web browser and go to the following url: www.yourvtigerurl/migrate
  • Click “I have taken backup of database” and “I have taken backup of source folder”.

Screenshot:

Vtiger-CRM-5.4-to-6.0-migration-steps
  • Fill vtiger username and vtiger password.
  • Click Start Migration.

In case, if you face any issue “Error Extracting Migration Zip File”, proceed with step 9 else skip to step 10 . Unzip vtiger6.zip which is there in vtiger6 root directory.

  • Edit the file migrate/index.php in vtiger root directory
  • i. Add the below in lines after line number 25(after $fileName = ‘vtiger6.zip’);
  • $userid = $user->retrieve_user_id($userName);
  • $_SESSION[‘authenticated_user_id’] = $userid;
  • header(‘Location: ../index.php?module=Migration&view=Index&mode=step1’);
  • ii. Delete lines from 29 to 47 in index.php
  • Give write to the following folders and files :
  • i. config.inc.php tabdata.php parent_tabdata.php cache/
  • ii. cache/images/
  • iii. cache/import/ storage/ user_privileges/ modules/ cron/modules/ logs/ test/
  • In linux the command to give write permissions
  • chmod -R 777 config.inc.php tabdata.php parent_tabdata.php cache/ cache/images/ cache/import/ storage/ user_privileges/ modules/ cron/modules/ logs/ test/
  • Click Start Migration.
  • Please wait until the Migration process complete. It’s a lengthy process and will take some time to complete.
  • Click Finish button to finish the migration process successful.

Why Upgrading your CRM to Vtiger 6.5 is a Must

As usual Vtiger CRM 6.5 has been released with better features and lots of enhancements. The latest update eliminates lots of pesky bugs and ensures your CRM’s best performance. The most useful features are listed below

Create PO from SO:

All the time we create Purchase Orders from Sales Order manually, Now it has been enhanced to create Purchase in a button click from your Sales Order.

Optimize Related List:

Vtiger CRM eliminated the risk of displaying the related module records of the custom module even after the deletion of the record in the Custom module. If a record is deleted in the custom module then it prevents displaying the records in the related list.

Secure CRM Data:

Vtiger login has been added security with the option to add tough password with any special characters. Now the login has been secured to keep your CRM data safe.

Improved Date Field:

Reports module have been improved to display the date in user defined format. In workflow the due date fields has the options of time and it has been modified with the date options.

Improvements in Content Display:

The email truncation have been eliminated and now supports email with large html data without any format breaks. The limitation with the 16MB email size have been break thrown to have unlimited size of emails. The hudge description field in Purchase Order, Sales Order, Quotes and Invoices module also improved to have unlimited character count.

Improved Lead Conversion:

Now you can convert your Lead to your CRM’s Organization, Opportunities and Contacts with the default values of the that module. The default values and field entries for the converted record will be same as the records created directly from the module.

JS Improvements:

The bug with the Save button has been fixed to save the data entered as soon as the button is clicked once. The console warning uncaught TypeError have been fixed to provide a smooth flow of data save.

Pricing Display:

The restriction have been added to use same separators to differentiate the decimal separator from the grouping separation. Lots of bugs fix and enhancements have been made to make the user experience simple and friendly, you can refer link for all the changes and features available in Vtiger 6.5 Updates are important and updating your CRM with the user-friendly and stable version is a must do. The migration need to be done with proper backup to prevent data loss.You can write to us at support to migrate your customized Vtiger CRM or for any further assistance.

Vtiger CRM 6.5 – Migration made easy

Vtiger CRM has been updated with loads of new features and security fixes. We highly recommend you to move your CRM to latest version to keep your personal and customer data more secure than before and take advantage of the new features added. The migration process is much simple. However, migrating your CRM requires much more care to upgrade without any data loss. Please click here to know more about our Vtiger Customization and Development Services This migration guide will help you get this done with ease. Follow the step by step instruction to get your CRM migrated to Vtiger 6.5

Preliminary Backup:

  • 1. Take backup of your CRM folders and database.
  • 2. Download and unzip vtigercrm-6ab-6xy-patch.zip and vtiger6.zip from your Vtiger CRM root folder.
  • 3. Run www.yourcrmdomain/vtigercrm/migrate in your browserwww.

Migration steps:

  • 1. Check on the ‘I have taken the database backup’ and ‘I have taken the backup of source folder’.
  • 2. Fill the Username and Password with your CRM login access and click on Start Migration.
Vtiger-migration-backup-check
  • 3. Database gets upgraded to the latest version, click on Next.
Vtiger-Migration-confirmation
  • 4. Now the migration is completed successfully, click on Finish now your CRM is migrated to the latest Vtiger 6.5.
vtiger-migration-6.5

Hope you have migrated to Vtiger 6.5 successfully! If you have any problem updating your CRM, you can check for the memory and time limit, because update requires lot of time and memory. You can try by increasing the limits in your config.inc.php file placed in /config.inc.php. You can refer PHP manual to know more about the time and memory limits. Memory: ini_set(‘memory_limit’,’512M Time: ini_set(‘max_execution_time’, 600 If you think not to upgrade your CRM, read on to know why you should upgrade to vtiger 6.5 and the benefits you get out of it. If you need any assistance or further help in migrating your customized Vtiger CRM, you can write to us at support. You can also contact us through skype(smacksupport) for quick responses.

Cookies help us deliver our services. By using our services, you agree to our use of cookies.