Migrate your SuiteCRM data

Accounts is a first-class module with standard fields (name, industry, website, address) and a well-documented schema in SuiteCRM. We extract all Account records and their related subpanel data via the v4.1 REST API. Relationships to Contacts and Opportunities are preserved via foreign-key linkage in our export format.

Contacts is SuiteCRM's core person record. We map all standard fields including name, email, phone, title, and the primary Account link. Custom fields added via Studio are included as extra columns in the export. vCard export/import is supported for individual record transfer.

Leads are tracked as a separate module from Contacts in SuiteCRM. We extract lead status, source, and assignment fields. Where the destination CRM does not have a separate Lead object, we merge Leads into Contacts and preserve the Lead_Status as a custom Contact property.

Opportunities ( Deals in some CRMs) carry revenue amounts, sales stages, close dates, and a link to the parent Account. We extract all opportunity records and stage history. Note that SuiteCRM does not allow creating Opportunities from converted Leads or Quotes — we work only with existing records.

Products stores the product catalogue used in Quotes and Opportunities. We export the full product catalogue including pricing, descriptions, and taxonomy. This must be imported before Quotes to preserve line-item references.

Quotes in SuiteCRM reference Opportunities and include line items linked to the Products catalogue. We preserve the full quote body and related Opportunity linkage. Quotes to PDF export is available natively but does not affect data migration.

Contracts module tracks agreement terms, start/end dates, and renewal status. We export contract records and link them to the relevant Account. Renewal date fields are preserved as date types in the export schema.

SuiteCRM has an Invoice module but no native accounting module — invoice records track payment status but not full AR/AP ledger entries. We export invoice records as-is and flag that advanced accounting reconciliation must be handled in a destination accounting system, not in the CRM.

Cases (Bugs module) tracks support issues linked to Contacts or Accounts. We export case records including status, priority, and description. Related activities and notes attached to cases are included as separate export rows with a parent reference.

Campaigns module stores campaign metadata and target lists. We export campaign records and their linked Targets/Target Lists. Email campaign response activity (opens, clicks) is extracted as activity logs tied to the relevant Contact or Lead.

Target Lists are used to segment Contacts and Leads for campaign targeting. We export target list memberships as a junction-table format (Contact ID, Target List ID) so the destination CRM can reconstruct list membership on import.

SuiteCRM's Studio allows administrators to add custom fields to any module. These fields are stored in extended database tables with a naming convention appended to the module name. We scan the database schema for custom field tables and include them as extra columns. Customers must confirm which custom fields are still active before we map them.

The Advanced Open Workflow module stores automation rule definitions in a complex serialized PHP format. These rules do not migrate cleanly to other CRMs and must be rebuilt manually in the destination system. We export the rule definitions as a reference JSON but do not import them automatically.

Documents module stores files on the server file system with a database record containing metadata. We export both the file blobs and the metadata records. File system permission issues are a known migration problem in SuiteCRM — we validate file paths and ownership during extraction.

SuiteCRM Users map to the owner field on all records. We export the Users table including usernames and email addresses. On import, Users must be mapped to the destination CRM's user records, and owner reassignment may be required if the destination uses different user IDs.