How can I downgrade from paid version to eWay-CRM free?

Description

This path is not officially supported.

Downgrading the license is not possible, however, using eWay-CRM Desktop it is possible to transfer some data to a new eWay-CRM Free account, either by automatic import from the previous version or by import from Excel, or a combination of both.

Version

All versions of eWay-CRM

Difficulty

High

Resolution

IMPORTANT
Customizations are not transferred through this process. Only data is transferred. User field values ​​are also not transferred through automatic import.

What needs to be done:

• Synchronize eWay-CRM Desktop under an account with full permissions.
• Download all documents/emails (make them available in offline mode – see the article How to Export Data From eWay-CRM).
• Before deleting a paid account, we recommend exporting all tables to Excel just in case. The export includes all fields, including custom fields.
• After deleting the hosting, import the data into the new free version – see the article How to import data from the previous eWay-CRM account.
• Alternatively, supplement by importing from Excel.