Instance Migrator - Perfex CRM Migration Tool

Secure, reliable, and flexible migration for Perfex CRM SaaS tenants and standalone installations. Export, import, clone, and transfer Perfex CRM data and files between servers with automatic encryption re-keying, table-prefix remapping, and secure server-to-server transfers.Instance Migrator makes it easy to move individual Perfex CRM SaaS tenants or standalone Perfex CRM installations without manually handling database dumps, encryption keys, table prefixes, or uploaded files.Note: Instance is a module for Perfex CRMQuick HighlightsFull Tenant Export – Instance Export an individual SaaS tenant with its database and files Standalone Migration – Instance Export and import the complete database of a standalone Perfex installation Automatic Encryption Re-Instance keying – Keep encrypted settings and credentials readable after migration Table Prefix Remapping – Instance Automatically adapt tenant table prefixes during import Server-to-Server Transfer – Securely transfer migration packages between paired servers Flexible Import – Import database, files, or both Manual Transfer Support – Download migration packages and transfer them manually Complete Audit Trail – Track migration status, progress, counts, timestamps, and communication logs Built for SaaS & Standalone – Installation type is automatically detectedWhy You Need This ModuleMoving a Perfex CRM installation or SaaS tenant to another server can involve much more than copying a database. Encrypted settings may no longer work with the destination encryption key, tenant table prefixes may conflict, and uploaded files can easily be missed. This module allow you to migrate or eject/ingest a tenant without revealing encryption key to either party.Instance Migrator handles these migration tasks automatically. Export the required data, transfer the migration package, and import it into the destination installation with encryption re-keying, table-prefix remapping, and file restoration handled by the module.Whether you are moving an individual SaaS tenant, restoring tenant data, preparing a staging/demo environment, or migrating a standalone Perfex CRM installation, Instance Migrator provides a structured and reliable migration workflow.Key FeaturesFull Tenant ExportExport an individual tenant from a Perfex CRM SaaS installation Exports tenant-scoped database tables Exports data as a gzipped SQL dump Includes source and destination table-prefix information in the dump header Optionally includes the tenant’s standard Perfex upload directories Suitable for tenant migration, cloning, staging, and restorationStandalone Installation ExportExport the complete database of a standalone Perfex CRM installation Optional export of standard Perfex uploaded files and media Suitable for moving an entire standalone Perfex installation to another server Can be transferred manually or through a paired server connectionFlexible ImportImport a database dump, file archive, or both At least one import source is required Files-only import restores media without modifying database data In SaaS mode, import data into the selected tenant’s database In standalone mode, import into the current Perfex database Automatically handles destination table prefixesAutomatic Encryption Re-keyingEncrypted values remain readable after migration Exported data is re-keyed using a fresh per-export encryption key The installation’s real encryption key is never stored inside the migration package On import, encrypted values are re-encrypted using the destination installation’s encryption key Supports SMTP passwords and mail client secrets Supports payment gateway encrypted credentials with automatic detection Supports staff 2FA secrets Supports department and lead email-integration passwords Supports vault passwords and standard encrypted columnsTable Prefix RemappingAutomatically remaps database tables to the destination tenant prefix Detects the source prefix directly from the migration dump header Helps prevent accidental double-prefixing Helps avoid table and foreign-key conflicts during tenant imports Designed specifically for Perfex CRM SaaS tenant isolationSecure Server-to-Server TransferOptional peer-to-peer server pairing Short-lived pairing codes Administrator confirmation required on both servers Fresh 256-bit shared secret negotiated during pairing HMAC-SHA256 signed API requests Timestamp-based replay protection Unique nonce protection for requests Time-limited download tokens Incoming transfers can be disabledManual Transfer SupportDownload database dumps for manual transfer Download file archives for manual transfer Upload packages through the destination import interface No direct server connection requiredComplete Migration HistoryTrack every migration operation Record migration direction and type Track tenant information where applicable Migration status and progress from 0-100% Database table counts File counts Migration timestamps Detailed communication and error logs Dedicated migration history and detail screensWhat Gets MigratedDatabaseTenant-scoped tables in SaaS mode Core Perfex CRM tables in standalone mode Clients and contacts Invoices and estimates Proposals and contracts Subscriptions Projects and tasks Leads Options and settings, including encrypted values Custom fields Payment gateway configurations Lead email integration settings Department IMAP configurations Staff accounts and 2FA secrets Vault entries and passwords Other supported Perfex CRM dataFiles & MediaClient files and profile images Staff profile images Company files Invoice attachments Estimate attachments Proposal attachments Credit note attachments Contract files Project files and discussions Ticket attachments Lead attachments Task attachments Expense receipts Newsfeed uploads Delivery note files Purchase order files Custom PDF files Vault attachments Other standard Perfex CRM upload directoriesEncrypted Fields SupportedOptions Tablesmtp_password microsoft_mail_client_secret google_mail_client_secret Payment gateway encrypted fields – automatically detectedDatabase Columnstblleads_email_integration.password tbldepartments.password tblstaff.google_auth_secret tblvault.password