Vtiger CRM Migration from version 7.5 to 8.3 ( Latest version)

Introduction

Prerequisites:

  1. A Complete backup of your Vtiger CRM files and database.
  2. Access to Vtiger CRM Root Folder 
  3. Admin Credential for Vtiger CRM

Steps to Migrate 7.5 to 8

Download the Migration Patch

Go to Source Forge

Download the 7.5 to 8 Migration patch 

Extract and copy files

Locate the Downloaded zip in your system 

Extract the Zip File 

Copy the Extracted File to the CRM Root folder 

Starting the Migration Process

Open the Browser and Load http://your-crm-url/migrate/

On the vtiger CRM Migration window, you will see a checkbox confirming that you have taken a complete backup of your CRM data. If you have already backed up your files and database, check the box to proceed.

Provide the CRM Username and Password 

and click next to proceed. 

Check if there are any errors 

Click Finish to complete the migration

Steps to migrate 8 to 8.1

Go to Source Forge and download the 8 to 8.1 migration patch 

Extract and copy the files to the CRM Root folder 

Open the Browser and Load http://your-crm-url/migrate

Check the box regarding Backup if you already taken a backup.

Provide crm username and password 

Click next and check if there are any errors 

Click Finish to complete vtiger CRM migration 

Migration 8.1 to 8.2 and 8.2 to 8.3

Follow the same steps as the 8 to 8.1 migration process. However, for migrating from 8.1 to 8.2, download the 8.1 to 8.2 migration patch. Similarly, for migrating from 8.2 to 8.3, download the 8.2 to 8.3 migration patch.

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