Import

The import feature is available in the Export Import extension.

Usage

This extension works via console (CLI). Commands should be executed from the root directory of your EspoCRM instance.

bin/command export-import import --format=json --path="./data/export-import" --import-type=createAndUpdate

Usage with large data sets

When importing large volumes of data, you may need to increase the PHP memory limit. Run the import command with a higher memory_limit value:

php -d memory_limit=512M bin/command export-import import --format=json --path="./data/export-import" --import-type=createAndUpdate

Adjust the memory limit as needed based on the size of your data set and the resources available on your system.

Available options

--y

Confirmation of running the import. By default, a prompt will be displayed.

--path

An import path. The default value is ./data/export-import. Example: --path="PATH".

--skip-data

Skip importing data. By default, all data will be imported.

--skip-customization

Skip importing all customization made for the instance. By default, all customization will be imported.

--skip-config

Skip importing configuration data. By default, all configuration data will be imported.

--skip-internal-config

Skip importing internal configuration data which are stored at config-internal.php. Use --user-password in order to set a user password since the passwordSalt will not be imported.

--entity-list

Note

• For advanced users only.
• The defined list will be imported only with data of Many-to-One, One-to-One Right, Children-to-Parent relationships.
• The Many-to-Many, One-to-Many, One-to-One Left, Parent-to-Children relationships for related entities should be defined in the list additionally.

A list of Entity Types. If omitted, then all entity types are applied. Example: --entity-list="ENTITY_TYPE1, ENTITY_TYPE2"

Supported values:

• a string, e.g. "Account";
• a string which is separated by a comma, e.g. "Account, Contact".

--all-customization

Note: This option works along with the --entity-list option only.

This option enables importing all customization, ignoring the --entity-list option for customization.

--skip-related-entities

Skip importing data and customization for related entities. This option is used in conjunction with --entity-list. By default, this option is off.

--import-type

An import type. The default value is createAndUpdate. Example: --import-type="TYPE".

Available values:

• create
• createAndUpdate
• update

--activate-users

Activate all imported users. The Is Active option will be defined as true.

--deactivate-users

Deactivate all imported users. The Is Active option will be defined as false. In order to keep at least one active user, use --user-active-list="admin".

--user-active-list

Define a list of active users. The value can be a list of ID or User Name. Other users will be deactivated. Example: --user-active-list="admin".

Available values:

• a string, e.g. "admin",
• a string which is separated by a comma, e.g. "admin, 65d34ab18e81e286e".

--user-skip-list

Define a list of users to be skipped. The value can be a list of ID or User Name. Example: --user-skip-list="admin".

Available values:

• a string, e.g. "admin",
• a string which is separated by a comma, e.g. "admin, 65d34ab18e81e286e".

--user-password

A user password for all imported users. Example: --user-password="PASSWORD".

For resetting the password, use bin/command set-password [username].

--skip-password

Skip changing passwords for existing users. Example: --skip-password. Use --user-password in order to set a user password.

--update-currency

To update all currency fields. This option depends on currency. If the currency option is not defined, the default currency will be used instead. By default, this option is off.

--currency

Currency symbol. If not defined, the default currency will be used instead. Example: --currency="USD".

--update-created-at

Current time for the createdAt field. By default, this option is off.

--entity-skip-list

This option allows you to skip importing data for defined entities. Example: --entity-skip-list="ENTITY_TYPE".

Available values:

• a string, e.g. "Account",
• a string which is separated by a comma, e.g. "Account, Contact".

--entity-hard-list

This option allows you to import data for entities which are disabled by default, in exportImportDefs with the "exportDisabled": true or "importDisabled": true option. Example: --entity-hard-list="ENTITY_TYPE".

Available values:

• a string, e.g. "ScheduledJob",
• a string which is separated by a comma, e.g. "ScheduledJob, ScheduledJobLogRecord".

--config-hard-list

This option allows you to import data for config options which are disabled by default. Ex. --config-hard-list="CONFIG_OPTION". The default list is defined in application/Espo/Modules/ExportImport/Resources/metadata/app/exportImport.json.

Available values:

• a string, e.g. "database",
• a string which is separated by a comma, e.g. "database, siteUrl".

--entity-import-type-create

This option allows you to define a custom create import type for specified entity types. Example: --entity-import-type-create="ENTITY_TYPE".

Available values:

• a string, e.g. "User",
• a string which is separated by a comma, e.g. "Account, Contact".

--entity-import-type-update

This option allows you to define a custom update import type for specified entity types. Example: --entity-import-type-update="ENTITY_TYPE".

Available values:

• a string, e.g. "User",
• a string which is separated by a comma, e.g. "Account, Contact".

--entity-import-type-create-and-update

This option allows you to define a custom createAndUpdate import type for specified entity types. Example: --entity-import-type-create-and-update="ENTITY_TYPE".

Available values:

• a string, e.g. "User",
• a string which is separated by a comma, e.g. "Account, Contact".

Use cases

Keep passwords for existing users

bin/command export-import import --format=json --path="./data/export-import" --skip-internal-config --skip-password

Import customization only

bin/command export-import import --format=json --path="./data/export-import" --skip-data --skip-config

Import customization for a single entity along with relationships

bin/command export-import import --format=json --path="./data/export-import" --skip-data --skip-config --entity-list="Account"

Import customization for a single entity without relationships

bin/command export-import import --format=json --path="./data/export-import" --skip-data --skip-config --entity-list="Account" --skip-related-entities

Import data, configuration, customization for a single entity along with relationships

bin/command export-import import --format=json --path="./data/export-import" --import-type=createAndUpdate --entity-list="Account"

Import data, configuration, customization for a single entity without relationships

bin/command export-import import --format=json --path="./data/export-import" --import-type=createAndUpdate --entity-list="Account" --skip-related-entities

Troubleshooting

Memory Limit Errors

If you encounter an error similar to the following:

Allowed memory size of 268435456 bytes exhausted

the PHP process has run out of available memory during the import.

To resolve this issue, follow the instructions in Usage with large data sets and run the import command with an increased memory_limit value.