Ir al contenido
Se marcó esta pregunta
2 Respuestas
516 Vistas
Avatar
commercial CNC LEBRUN

I tested the ODOO CRM module on one database linked to my personal account.

My company has suscribe for ODOO solution for one user called 'commercial' and I want to merge my personal CRM database to the company database. 

Is it possible to do an Export / Import process from the CRM database without any lost of information and history of exchange with my customer ?

When I migrate my 'contacts' with this process, I have lost some information and want to avoid this with the CRM module.

Thanks for your help if you have a solution.

Patrick

Avatar
Descartar
Avatar
commercial CNC LEBRUN
Autor Mejor respuesta

Hello, thanks for your answer.

It's Odoo on line subscription.

I already  register the subscription code in company odoo account where we developped the website, if I share my own database with company odoo account the access right and functionality are not the same I believe. The company can't download the db and so on ...?!

I will test your solution, thanks a lot.

Patrick


Avatar
Descartar
Avatar
Niyas Raphy (Walnut Software Solutions)
Mejor respuesta

Hi,
It is possible to export and import the database in the needed place. Did you subscribed for an on premise plan or for odoo sh ? then take backup from your personal account and restore the db in on premise or in the odoo sh instance.

Or if its odoo online, register the subscription code in your db ad transfer/share the odoo to company odoo account.

facing any trouble, raise a ticket: https://www.odoo.com/help

Thanks

Avatar
Descartar