ImportAssist
ImportAssist migrates data from external systems into a WHMCS installation. It can migrate data from other WHMCS instances or from other web-based billing applications (see below).
- WHMCS does not include this addon module by default.
- For more information and current release data, see ImportAssist on the WHMCS Marketplace.
- For more information about moving existing data to WHMCS, see Migrate Data to WHMCS.
Activation
Before you can activate ImportAssist, you must download it from the WHMCS Marketplace.
To do this:
- Download the latest version of the addon module.
- Unzip the
.zip
file. - Upload the
import_assist
directory to/modules/addons
in your WHMCS installation. - Log in to the WHMCS Admin Area.
- Go to Configuration () > System Settings > Addon Modules.
- Perform the displayed steps to complete activation.
- Select the admin role groups that will have access to this addon module.
- Click Save Changes.
Using this Addon
You can access ImportAssist by going to Addons > ImportAssist for WHMCS. The system will then guide you through performing a data migration.
Supported Scripts and Versions
WHMCS ImportAssist supports importing data from the following applications and versions:
- WHMCS 6.2+
- Blesta 2.x, 3.x, 4.1, and 5.x
- ClientExec 5.3, 5.4, 5.5, 5.6, 5.7, 5.8, 5.9, and 6.x
- HostBill 2016 and later
You can import:
Database | WHMCS 6.2–7.7 | WHMCS 7.8–7.10 | WHMCS 8.0+ | Blesta 2.x | Blesta 3.x, 4.1, 5.x | ClientExec | HostBill |
---|---|---|---|---|---|---|---|
Addon | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Client | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
ClientGroup | ✓ | ✓ | ✓ | ✓ | |||
ClientNotes | ✓ | ✓ | ✓ | ||||
ConfigOption | ✓ | ✓ | ✓ | ||||
ConfigOptionGroup | ✓ | ✓ | ✓ | ||||
ConfigOptionOption | ✓ | ✓ | ✓ | ||||
Contact | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Currency | ✓ | ✓ | ✓ | ✓ | ✓ | ||
CustomField | ✓ | ✓ | ✓ | ||||
CustomFieldValue | ✓ | ✓ | ✓ | ||||
Domain | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Invoice | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
InvoiceItem | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Pay Methods | ✓ | ✓ | |||||
Pricing | ✓ | ✓ | ✓ | ✓ | ✓ | ||
Product | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
ProductGroup | ✓ | ✓ | ✓ | ✓ | ✓ | ||
Promotion | ✓ | ✓ | |||||
Server | ✓ | ✓ | ✓ | ||||
Service | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
ServiceAddon | ✓ | ✓ | |||||
ServiceConfigOption | ✓ | ✓ | |||||
SupportDepartment | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Ticket | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
TicketLog | ✓ | ✓ | |||||
TicketNote | ✓ | ✓ | ✓ | ||||
TicketReply | ✓ | ✓ | ✓ | ✓ | ✓ | ||
Transaction | ✓ | ✓ | ✓ | ✓ | ✓ | ||
Users | ✓ |
Data Duplication
When you import client data, the system automatically prevents duplicates. If an email address already exists on your WHMCS installation, the system will not import the new client.
Instead, the system will perform the following actions:
- The system returns the existing client’s ID.
- The system merges the client currency, status, client group, and any new client invoices, services, transactions, support tickets, or other items into the existing client record.
Troubleshooting
You may encounter the following common issues while using this addon module:
Error or Issue | Cause | Next Steps |
Unable to connect to the database | ImportAssist cannot establish a connection to the source database to import data. | ImportAssist Unable to Connect |
Last modified: 2025 September 2