Description
Move Perfex CRM Without the Manual Headaches
Instance Migrator – Perfex CRM Migration Tool is a dedicated module that takes the stress out of moving Perfex CRM between servers. Instead of juggling database dumps, encryption keys, conflicting table prefixes and scattered files, you get a guided workflow that handles the heavy lifting for you, so your data arrives intact and ready to use.
What It Does
Whether you run a single standalone installation or a multi-tenant SaaS setup, this tool is built to move the right data to the right place. It works inside the familiar Perfex CRM interface, so administrators and developers do not need to learn a separate system to complete a migration.
Key Features
- Full tenant export: Export an individual tenant from a Perfex CRM SaaS installation, including tenant-scoped database tables and files.
- Standalone installation export: Export the complete database of a standalone Perfex CRM installation, with standard files included where required.
- Flexible import: Import a database dump, a file archive, or both, and choose files-only import to restore media without touching the database.
- Automatic encryption re-keying: Encrypted values stay readable after migration, keeping sensitive data secure throughout the transfer.
- Table prefix remapping: Database tables are automatically remapped to the destination tenant prefix, helping prevent accidental overwrites.
- Secure server-to-server transfer: Move migration packages directly between paired servers using short-lived pairing codes.
- Manual transfer support: Download database dumps and file archives for manual transfer through the destination import screen.
- Complete migration history: Track every operation with details on direction, type, tenant, and migration status.
Ideal Use Cases
- Moving individual Perfex CRM SaaS tenants between servers
- Transferring a complete standalone Perfex CRM installation to a new server
- Creating reliable backups and restoring them on a different server
- Setting up staging or development environments with cloned Perfex CRM data
- Keeping data transfers secure and compliant with automatic encryption re-keying
Who Should Use It
This module is ideal for Perfex CRM administrators, web developers working with Perfex CRM, businesses that need to relocate their CRM data, and anyone managing Perfex CRM SaaS tenants. It is fully compatible with all versions of Perfex CRM, and detailed installation and setup guidance is provided in the module documentation. Please note that a valid Perfex CRM licence is required.
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