Support » Plugin: WP smart CRM & Invoices FREE » transfer plugin on a new wordpress installation

  • I’ve made a new site for my company, and I have to transfer plugin with all the data, clients, invoices, etc., on a new WordPress installation, how can I do that?
    thank you!

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  • Plugin Contributor softradeweb

    (@softradeweb)

    Hi atlasdesign 🙂

    You should export the database tables of the plugin to the new installation. To do that, you should access to your database (via phpmyadmin, for example)
    The first step is to make a dump of all tables starting with [db_prefix]_smartcrm and export it into the new installation.
    Then you should export the users, the “[db_prefix]_users” records you used in the plugin. Our tables refer to user ID, so the IDs must match.
    The users used are those with role Administrator and CRM Agent.
    If you already exported the users table to the new installation you should be ok.
    Lastly, you should export some options from the table [db_prefix]_options, but it could be a bit tricky and I think it’s not necessary, as you will be asked for some settings (company settings, documents settings…), not much job.

    This should be enough. Please let us know if you have problems with this procedure 🙂

    Kind regards

    Stefania

    Plugin Contributor softradeweb

    (@softradeweb)

    Also, transfer the folder wp-content/uploads/CRMdocuments that contains the created documents

Viewing 2 replies - 1 through 2 (of 2 total)
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