Yearly Subscription
Dashboard Transfer Pro
Move EspoCRM dashboards between users,
without rebuilding layouts manually.
Clone dashboards from one user to another
Copy all tabs or a single dashboard tab
Export and import dashboard layouts as JSON
Control which users can use dashboard transfer tools
Tested with: EspoCRM v9.x
Overview
Dashboard Transfer Pro helps EspoCRM admins move dashboard layouts quickly between users.
Instead of rebuilding dashboards manually for every new user, admin teams can clone dashboard tabs from a source user to one or more target users. Approved users can also export and import their own dashboard layouts as JSON, making it easier to reuse or migrate dashboard setups.
Use Cases
• Onboard new users with ready-made dashboard layouts
• Roll out standard dashboards across teams
• Copy a manager’s dashboard setup to selected users
• Backup or migrate personal dashboard layouts with JSON export/import
• Reduce repetitive dashboard reconfiguration work
Behavior
• Clone all dashboard tabs from one user to one or more target users
• Clone a single selected dashboard tab
• Export dashboard layouts as JSON
• Import dashboard layouts from JSON
• Choose whether imported layouts replace current dashboards or append new tabs
• Restrict dashboard transfer access to approved users
Key Benefits
✅ Faster user onboarding
✅ Easier rollout of standard dashboards
✅ Clone all tabs or a single tab
✅ Export and import dashboard layouts
✅ Admin-controlled user access
✅ Reduces repetitive manual setup
✅ Fits naturally into EspoCRM admin workflows
Choose your License
SINGLE INSTANCE
129€
/year
Valid for a single EspoCRM installation.
Ideal for single-business setups.
UNLIMITED INSTANCES
399€
/year
Valid for Unlimited EspoCRM installations.
Ideal for Agencies and EspoCRM Developers.
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