Hello Friends,
We are running our ERPNext Instance on our self hosted environment in production mode. The system is working fine as of now but due to some hit & try experiments, we have loaded a lot of files (images/Pdfs/Videos etc) on our site. Moreover, Files in our instance are managed very poorly making it difficult to find/reach a file in the system.
we have also messed up many settings in our ERPNext like email accounts, default email notifications etc. which is making it harder to find the leads/enquiries generated through our website forms.
To resolve all these issues, we are planning to setup a fresh instance (locally hosted) on a fresh virtual machine and setup all the email accounts/notifications etc from scratch.
We are planning to have a backup of our current system where all the records (purchase order, employees, attendance, salary slips, journal entries, items, customers, suppliers, contacts, addresses etc can be backed up) but without any attachments i.e. images, pdfs, videos etc.
is it possible that we can export the records i.e. all the purchase orders in one go and then import this file in our new instace so that all the entries on purchase orders can be created with the same name and ids in our new instance?
we plan to follow a systematic approach for this i.e. exporting/importing the data for one doctype at a time. the planned flow is as:
- Employees
- Suppliers (with contacts)
- Customers (with contacts)
- items (with variants)
- Supplier Quotations, Purchase Orders, Purchase Receipts, Purchase Invoices
- Sales Quotations, Sales Orders, Delivery Notes, Sales Invoices,
- Payment Entries, Journal Entries
Can you guys advise if it is possible???