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.

Quick Highlights

Full Tenant Export – Export an individual SaaS tenant with its database and files
Standalone Migration – Export and import the complete database of a standalone Perfex installation
Automatic Encryption Re-keying – Keep encrypted settings and credentials readable after migration
Table Prefix Remapping – 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 detected

Why You Need This Module

Moving 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 Features

Full Tenant Export

Export 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 restoration

Standalone Installation Export

Export 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 connection

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