SuiteCRM Migration Guide

Suite CRM is an open-source and more flexible CRM. And it is absolutely free with no hidden costs. So it is more beneficial to migrate from proprietary software like Salesforce, Microsoft Dynamics, and more. You can migrate from any CRM irrespective of size, age, version, etc. SuiteCRM has the same features as others. But with the added advantage that it saves money and also provides full ownership of your data.

An award-winning CRM with 500,000 downloads shows the efficiency of SuiteCRM.

suitecrm-migration-guide

Why should you Migrate to SuiteCRM?

  • It reduces the sales cycle and improves the Return on Investment.
  • It provides easy access to centralized data. It includes sales, marketing, and customer support services.
  • It plays a vital role in the internal and external collaboration of organizations.
  • It increases sales growth and business productivity. And also it delivers a better decision-making process.

We will be covering the following in this guide,

  • Upgrade SuiteCRM from the older version to the latest version.
  • Migrating SuiteCRM Server to Server.
  • Migrating Any CRM to SuiteCRM.

Migrate or Upgrade SuiteCRM from Older to the latest version

Are you running an older version of SuiteCRM? Then You’ll need to upgrade to the latest version to take advantage of new features and bug fixes.

Upgrading is a relatively straightforward process. But there are a few things you’ll need to keep in mind.

This article will cover everything you need to know about upgrading SuiteCRM. We’ll walk through the process step-by-step. Also we explain what you need to do before, during, and after the upgrade.

Before You Upgrade

Few things you need to check before upgrading your SuiteCRM installation:

  • Make sure your current installation is up-to-date. Upgrade to the latest release within your current major version (for example, from 7.12 to 8.1).
  • Back up your database and files. It is always a good idea before making major changes to your website if something goes wrong.
  • If you're running SuiteCRM on-premises, ensure your server meets the minimum system requirements for the latest version.
  • Note these changes if you've customized any core code or built custom modules. You'll need to migrate these changes after upgrading.
  • Download the latest version of SuiteCRM from the official website.

The Upgrade Process

Now you’ve prepared for the upgrade, Right? It’s time to do it. The process is relatively simple.

Step 1

Log in to the SuiteCRM as the administrator user. Enter username as admin

Step 2

Select admin at the top right corner of the page. Then click on Admin on the submenu. It will display the Administration panel.

admin page- SuiteCRM migration guide

Step 3

Scroll down to find Admin tools.  Click on “Upgrade Wizard”.

admin tools-SuiteCRM migration Guide

Step 4

The Welcome to the Upgrade wizard window will be opened.

upgrade wizard- SuiteCRM migration guide

Step 5

It will execute the System Check-the first step of the upgrade process.

Step 6

If you have no issues then click “Next”.

system check

Step 7

Now it’s time to upload the downloaded upgrade package. For that select “choose file” and open the appropriate files on your computer. Then click “Upload Package”

Upload upgrade package

Step 8

The script for Pre-Flight Check will appear. Click “Next”

Step 9

Finally click on Commit Upgrade and then “Next”

That’s it! You have successfully completed the upgrade installation. Once the upgrade process is complete, you will be running the latest version of SuiteCRM. To check your current version select the Admin menu >> About.

Facing Trouble on Existing CRM?

Migrate to SuiteCRM

Server to Server Migration

If you’re looking to migrate your SuiteCRM installation to a new server? There are a few things you’ll need to keep in mind.

Benefits of SuiteCRM migration

  • It effortlessly manage the Sales pipeline.
  • It can save 80% of the CRM costs by means of SuiteCRM Comparison table.
  • It is easily integrated with PayPal, Chat tool, ERP systems and more.
  • It is highly flexible until it meets your business requirements.

In this article, we’ll explain the process of migrating your SuiteCRM instance to a new server. To get started few things you should have on hand as below:

Analyze the data provided by the client. And remove all unnecessary data. This will increase your system’s memory space.

Next, you need to extract, transform and load files to the SuiteCRM database. Develop a customized script with a lot of accuracies to undergo SuiteCRM migration.

Validate the migrated data. In this step, you can correct any issues of the client.

Though we are carefully following the migration steps, there may be a chance for some technical issues arising at times. So back up the database, to deal with the situation effectively.

Perform UAT and another testing to check if any issues exist.

Back up your current SuiteCRM database, and your site’s files(including any customizations or add-ons).

Your SMTP settings (if you’re using external mail service).

With these things in hand, you’re ready to begin.

Steps to migrate SuiteCRM to a new Server

  • Export your current database.
  • Create a new database on the new server, and import the data from your old database.
  • Copy your site's files to the new server.
  • Configure your SMTP settings on the new server (if applicable).
  • Edit your SuiteCRM config file(config.php) to point to the new database. Following are the steps to change site_url:
  • First, change the directory by giving the command 'cd' to your SuiteCRM directory in which all the files are located.
  • Then backup all the files.
  • After file backup, give the command 'sudo nano config.php'.
  • To search features by “control+w” using nano. Enter ‘site_url’ and click enter. This brings you to the line ‘site_url’ => ‘https://wrongurl.com’.
  • Now change the wrong url to the correct url of your new server name.
  • Then click Ctrl+X and select yes to the save changes.
  • To clear cache stuff, click on 'Repair and Rebuild' in Admin tools.

That’s it! Your SuiteCRM installation should now be up and running on your new server.

Any CRM to SuiteCRM Migration

There are many reasons why you might want to migrate from your CRM to SuiteCRM. Maybe you’re unhappy with your CRM’s licensing model (or) you are attracted to SuiteCRM’s community-driven development.

For your reasons, migrating from one CRM to another can be complex and time-consuming. But planning the right tools can make the transition so efficient.

Here are the basic steps you’ll need to take to migrate from other CRM to SuiteCRM:

Step 1: Export your data from the CRM you are currently using

  • You'll need to export your data as a CSV file so you can import it into SuiteCRM.
  • To do this, go to any of the default modules(Leads, Contacts, etc.,). Then click on the "Export" button in the upper right-hand corner.

For an example, if you are selecting the Leads module and clicking export. All the leads are collected and downloaded as a CSV file.

Step 2: Import your data into SuiteCRM

  • Once you download the CSV file, you can import it into SuiteCRM. For that, go to the Administration panel and click "Data Loader."
  • Click on the "Import" button and select your CSV file.

Step 3: Migrate your customization

  • Do you've specific customized modules or extensions to fit your specific business needs? Then you'll need to migrate those customizations to SuiteCRM.
  • Depending on the level of customization involved, this can be a complex process. So it's best to consult with a developer familiar with both CRM.

Do you want to speed up your sales growth?

Do you have many users and are searching for a fantastic CRM?

Whatever your CRM is, you can migrate to SuiteCRM. Data transfer or Data migration is not an easy task. Even a loss of single data may lead to heavy financial loss for your business. Both the CRM has different fields, relationships, and modules. It is important to match the terms accordingly in SuiteCRM. That is the task. And the tricky task too.

Don’t worry. We are there to help you. We, the Smackcoders, will make it as simple as you imagine. We have the expert team for CRM.

Each and every client’s data is a treasure. We can carefully import and export your data with our efficient technical expert.

Using the best ETL tools we make the data migration process so cautious and confidential. And we will make sure that every single data are mapped to the correct destination properly.

Following these steps will help you migrate from Other CRM to SuiteCRM. And with minimal disruption to your business. You can make the transition smoothly with little planning and the right tools. We ensure that we will migrate your current CRM to SuiteCRM without losing any data. And also we include and install your custom modules from any CRM to your new SuiteCRM.

Post Migration Checklist

After the migration process of SuiteCRM, it is important to undergo some post-migration activities listed below:

  • Ensure that all the data has moved accurately to the appropriate places.
  • Ensure that the filters are set up as appropriate for the reporting and workflow tools.

The difficult task in migrating the CRM is User adoption. It is hard for the employees to switch over new technology. It takes some months to adapt to the new CRM and use its full potential.

It is important to provide staff training to work with new CRM.

How to train staff?

Once you’ve migrated your data you’ll need to train your employees on how to use SuiteCRM. Many resources are available online. You can hire a trainer to come to your office and provide hands-on training.

First, let them understand the difference between the old and new CRM.

Show them how the sales growth attained using the new CRM.

Provide online training or tutorial for the users. For example, you may create a youtube channel and make the user thorough in the new CRM.

Encourage the staff by presenting various awards. Appreciate those who provide the best result. This will boost learning.

And that’s it. You are ready to work with your new SuiteCRM.

Do you want the best customization and migration of SuiteCRM? You can contact us at [email protected]. We provide efficient technical support for migrating your bulk data. We are responsible for the efficient data transfer from your current CRM to SuiteCRM.

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