Migration Checklist from Next CRM to Frappe CRM

[nitun]

Next CRM → Frappe CRM Migration Checklist

Migration window: 2nd June · 10:00–11:00 AM IST

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Pre-migration: prep & verification

• Verify app versions on production — All
• Take DB backup of production and clone to preprod (reference for Next CRM vs FCRM comparison)
• Dry-run the migrator with all required production apps
• Confirm all app versions are matched and compatible
• Merge pending PRs: PMS (customer_abbr), rtCamp (CRM → frappe_crm_xt), gmail_thread (attachment, sync-fix)
• Change branch for next-crm to crm-fixes (remove monkey patching and validation)

App installation

• Install WordPress Form API app on production — verify no errors
• Install Frappe CRM app
• Install CRM xt app
• Install Migrator
• Install Next PMS latest version
• Pull latest code for all merged PRs

Code sync & configuration

• Remove and sync code between erp-rtcamp app and CRM xt app
• Enable ERPNext migration settings in Frappe CRM once active (required for customer creation)
• Add button to delete old Lead/Opportunity data in migrator app with confirmation alert

Migration

• Inform sales team to pause all CRM activities before migration starts
• Start migration using doctypes from migrator app
• Do field mapping and migrate data from Next CRM and Core CRM to FCRM

Post-migration cleanup

• Remove Next CRM app (in a separate PR)
• Delete public view for ERPNext CRM doctypes
• Test user permissions for non-sales users via doc share from CRM Portal
• Verify all fields and data after Next CRM deletion
• Old NCRM tables to remain; schedule deletion after 2–3 weeks

  ⚠️ No rollback possible after deletion is triggered

Gravity Forms connector

• Replace Gravity Forms–Frappe CRM connector plugin on rtCamp.com, rtcamp-preprod and rtcamp-develop — Dev (rtCamp site)
• Map fields: Gravity Forms ↔ FCRM — Dev (rtCamp site)

Gmail

• Install Gmail add-on for FCRM on Chrome browser
• Verify Gmail thread is configured — confirm it fetches emails from inbox

testing

• create a lead from GravityForm and manual from CRM
• Convert to Deal
• Verify all the fields and data are placed correctly
• Change the stages and status to see the automation checklist
• Event are created
• Tasks are created
• Gmail thread working
• Gmail add-on working
• Kanban view (public view) configured and working