Upgrade
Upgrading WorkFolder
Upgrades install over the top of the version you have, in a few minutes, with nothing to re-enter.
- 1Check the releaseRead the notes on the Releases page. Urgent releases fix security or critical problems: install them now. Bug fixes soon; features and routine releases when it suits you.
- 2Back upBack up your EspoCRM files and database before any upgrade. Most hosts and control panels have a one-click backup.
- 3DownloadOpen My Licences (we email you a sign-in link) and download the release for your licence. The zip is the EspoCRM extension.
- 4Install over the topIn EspoCRM go to Administration > Extensions, upload the zip and press Install. It upgrades the version you have; your settings, screens and licence key stay as they are.
- 5RefreshAsk everyone to press Ctrl+F5 (Cmd+Shift+R on a Mac) once, so their browser loads the new version.
- 6TestOpen a few records, a list and the mail screen. Something not right? Uninstalling in Administration > Extensions puts the previous version back.
What you can download
- While your updates and support are current (12 months from purchase, or while a Developer Edition subscription runs) you can download every release.
- When they end, WorkFolder keeps working. You keep every version released up to the day your updates ended, and can download it again at any time.
- Versions released after that need a renewal: 40% of the current price for site licences, adding 12 months.
- We email you about every release, marked Urgent, Bug fix, Feature or Routine, so you know how soon to install it. Urgent fixes reach every licence holder, with a renewal offer if your updates have ended.
Running your own server?
Partners and IT teams can ask us for a one-file installer (.sh1) that backs up, installs through EspoCRM's own installer and checks the result, for EspoCRM 9 and 10.