#Legacy CRM (v1)

Preview Only: This version is relatively complete in terms of features, but the overall data structure design is suboptimal, lacks multi-language localization support, and has coupling between CRM collections and project management collections. These issues led to the redesign of CRM 2.0. It is currently recommended to use CRM 2.0, which features a more rational data structure, is easier to extend and modify, and has completed multi-language localization.

#Interface Preview

#Version Features

The legacy CRM includes the following functional modules:

• Customer Management: Customer information, contacts, and customer grading.
• Sales Pipeline: Lead management, opportunity tracking, and sales funnel.
• Order Management: Quotations, orders, and contracts.
• Project Management (Not yet included in the v2 version).
• Communication & Collaboration: Email communication, comments, and approval workflows.
• Data Analysis: Dashboards, reports, and data visualization.

#How to Install

The current version is deployed via backup and restoration.

Before you begin, please ensure:

• You have a basic NocoBase runtime environment. For main system installation, please refer to the detailed Official Installation Documentation.
• NocoBase version v2.1.0-beta.2 or higher.
• You have downloaded the corresponding CRM v1 files:
  • Backup file: nocobase_crm_v1_backup_260224.nbdata — Applicable to Method 1.
  • SQL file: nocobase_crm_v1_sql_260224.zip — Applicable to Method 2.

Important Notes:

• This solution is based on the PostgreSQL 16 database. Please ensure your environment uses PostgreSQL 16.
• DB_UNDERSCORED must not be true: Please check your docker-compose.yml file and ensure the DB_UNDERSCORED environment variable is not set to true. Otherwise, it will conflict with the backup and cause restoration to fail.

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#Method 1: Restore using Backup Manager (Recommended for Pro/Enterprise users)

This method uses the built-in "Backup Manager" (Pro/Enterprise) plugin for one-click restoration, which is the simplest approach.

#Steps

Step 1: Enable the "Backup Manager" plugin

1. Log in to your NocoBase system.
2. Go to Plugin Manager.
3. Find and enable the Backup Manager plugin.

Step 2: Restore from local backup file

1. After enabling the plugin, refresh the page.
2. Go to System Administration -> Backup Manager in the left menu.
3. Click the Restore from local backup button in the top right corner.
4. Drag and drop the downloaded backup file into the upload area.
5. Click Submit and wait for the system to complete the restoration.

#Notes

• Pro/Enterprise Edition Only: "Backup Manager" is an enterprise-level plugin and is only available to Pro/Enterprise users.
• Commercial Plugin Compatibility: Please ensure you have obtained and enabled the commercial plugins required for this solution.

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#Method 2: Import SQL file directly (General)

This method restores data by directly operating on the database and is applicable to all NocoBase users.

#Steps

Step 1: Prepare a clean database

Prepare a brand new, empty database for the data you are about to import.

Step 2: Import the .sql file into the database

• Via Command Line (Docker Example):

  # Copy the sql file into the container
  docker cp nocobase_crm_v1_sql_260224.sql my-nocobase-db:/tmp/
  # Enter the container and execute the import command
  docker exec -it my-nocobase-db psql -U nocobase -d nocobase -f /tmp/nocobase_crm_v1_sql_260224.sql

• Via Database Client: Use tools like DBeaver, Navicat, or pgAdmin to connect to the database and execute the SQL file.

Step 3: Connect to the database and start the application

Configure NocoBase startup parameters to point to the database where the data was imported, then start the service.