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Export

The export 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 export --format=json --path="./data/export-import"

Available options

--y

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

--path

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

--skip-data

Skip exporting data. By default, all data will be exported / imported.

--skip-customization

Skip exporting all customization made for the instance. By default, all customization will be exported.

--skip-config

Skip exporting configuration data. By default, all configuration data will be exported.

--skip-internal-config

Skip exporting 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 exported.

--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 exporting all customization, ignoring the --entity-list option for customization.

--skip-related-entities

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

--pretty-print

Store data in a pretty print format. By default this option is off.

--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".

--skip-password

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

--from-date

Export data from a specific date and time. All data before this date will be ignored. Applies only to entities with a modifiedAt field. The date should be in UTC and in the format YYYY-MM-DD HH:mm:ss. By default this option is off. Example: --from-date="2025-01-01 00:00:00"

--entity-skip-list

This option allows to skip exporting 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 to export 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 to export 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".

Use cases

Skip exporting passwords

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

Export customization only

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

Export customization for a single entity along with relationships

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

Export customization for a single entity without relationships

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

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

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

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

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

Use cases for Advanced Pack

Reports

Export reports

bin/command export-import export --format=json --path="./data/export-import" --entity-list="Report, ReportCategory, ReportFilter, ReportPanel" --skip-config --skip-customization --skip-related-entities

Export reports with custom entities

If the Target Entity of at least one of the reports is a custom entity, you need to add it to the --entity-list option. Example:

bin/command export-import export --format=json --path="./data/export-import" --entity-list="Report, ReportCategory, ReportFilter, ReportPanel, CustomEntity" --skip-config --skip-customization --skip-related-entities

Export reports with custom fields

If the Target Entities of the reports are default entities, but at least one field in the one report is a custom field, you should add an --all-customization option and remove --skip-customization option. Example:

bin/command export-import export --format=json --path="./data/export-import" --entity-list="Report, ReportCategory, ReportFilter, ReportPanel" --skip-config --all-customization --skip-related-entities

Workflow

If there are certain actions in the workflow, it's important to add the following entities to the --entity-list option (depending on the workflow actions):

  • Send Email - EmailTemplate, User, Team
  • Create Record - custom entity name if it is present in the action
  • Create Related Record - custom entity name if it is present in the action
  • Update Related Record - custom entity name if it is present in the action
  • Link with another Record - custom entity name if it is present in the action
  • Unlink from another Record - custom entity name if it is present in the action
  • Apply Assignment Rule - Team, Report
  • Create Notification - User, Team
  • Make Followed - User, Team
  • Start BPM Process - BpmnFlowchart

Export workflows

bin/command export-import export --format=json --path="./data/export-import" --entity-list="Workflow, WorkflowCategory, WorkflowCategoryPath" --skip-config --skip-customization --skip-related-entities

Export workflows created or changed since a specific date

bin/command export-import export --format=json --path="./data/export-import" --entity-list="Workflow, WorkflowCategory, WorkflowCategoryPath" --skip-config --skip-customization --skip-related-entities --from-date="2025-01-01 00:00:00"

Export workflows with custom entities

If the Target Entity of at least one of the workflows is custom entity, you need to add it to the --entity-list option. Example:

bin/command export-import export --format=json --path="./data/export-import" --entity-list="Workflow, WorkflowCategory, WorkflowCategoryPath, CustomEntity" --skip-config --skip-customization --skip-related-entities

BPM

Depending on the presence of certain BPM elements, the following entities should be added to the --entity-list option:

Export BPMs

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

Export BPMs with custom entities

If the Target Entity of at least one of the BPMs is custom entity, you need to add it to the --entity-list option. Example:

bin/command export-import export --format=json --path="./data/export-import" --entity-list="BpmnFlowchart, CustomEntity" --skip-config --skip-customization --skip-related-entities