ImportAssist migrates data from external systems into a WHMCS installation. When you use ImportAssist, you can choose from either of the following import options:

• Database imports allow you to import data from another WHMCS system or from a supported third-party billing application.
• CSV file uploads allow you to import data from any system using a CSV import file.

Activation #

Before you can activate ImportAssist, you must download it from the WHMCS Marketplace.

To do this:

1. Download the latest version of the addon module.
2. Unzip the .zip file.
3. Upload the import_assist directory to /modules/addons in your WHMCS installation.
4. Log in to the WHMCS Admin Area.
5. Go to Configuration () > System Settings > Addon Modules.
6. Perform the displayed steps to complete activation.
7. Select the admin role groups that will have access to this addon module.
8. Click Save Changes.

Database Import #

To import a database from another WHMCS installation or a supported third-party billing application:

1. Go to Addons > ImportAssist for WHMCS.
2. Click Select Database Import.
3. Select the application from which you are importing data.
   For a list of ImportAssist-supported billing applications, see Supported Applications.
4. Enter your database connection details.
5. Click Continue.
6. Follow the displayed steps to complete the import process.

Supported Applications #

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:

CSV File Upload #

To import data using a CSV import file:

1. Go to Addons > ImportAssist for WHMCS.
2. Click Select CSV Upload.
3. Click Browse under Select a CSV File and select the .csv file that you want to upload.
   You must format import files correctly. For more information and a downloadable blank import file, see CSV Import File Format.
4. For Data Type, select the type of data that your import file contains. Currently, Data Type defaults to Client or Customer Data.
5. Click Continue. The system will upload the selected import file and display the first 100 rows of the .csv file.
6. Review the file validation results.

• If any validation errors occurred, you will see a list of validation errors. Correct the listed errors in your .csv file, and then click Go Back and reattempt the import.
• If no validation errors occurred, you will see a success message and a preview of the first 100 rows from the import file.

7. Click Continue to proceed with the import process. The system will import your data. When the import process is complete, a success message will display.

Manual File Upload #

You can also upload CSV import files directly to the /modules/addons/import_assist/data-imports/csv/ directory in your WHMCS installation.

The system will automatically import the file’s data the next time that the system cron runs, as part of the ImportAssist task.

CSV Import File Format #

CSV import files must use the following format:

Example #

For example, your CSV import file might resemble the following example:

id,uuid,first_name,last_name,company_name,email,address_1,address_2,city,state,postcode,country,phone,currency_id,default_payment_method,credit_balance,tax_exempt,late_fee_override,override_due_notices,separate_invoices,disable_auto_cc,client_group_id,language,notes,status,password_hash,email_opt_out,override_auto_close,date_created
1,99faaefe-611f-4e55-b22f-29bdfe3a2d2c,Cassidy,Walker,"Example Hosting Co.",[email protected],"1234 Street St",,Anytown,TX,12345,US,555-123-4567,1,,7.30,0,0,0,0,2,0,english,"Imported from file",Inactive,$2y$10$oTRoIuHQcG/23sIQ0cCDy.Jk1qswUQVzwsCvHb2cT8W/fkoYqXasq,0,2,2025-09-15
2,ac22b046-46ef-4b8c-990d-c5e2b2a7a111,Ivy,Smith,"Example Websites, Inc.",[email protected],"5678 Avenue Ave",,Cityville,CA,54321,US,555-543-2198,1,,12.50,0,0,0,1,1,1,french,"Imported from file",Active,$2y$10$abc123XYZ4h1aMqWV3q9tseSqHg9M87Z1kXJLDUEOUK9umeyCYfR1y,0,1,2025-10-22
3,7bdc7e0d-2bfb-49c7-ae2e-8768b5adf347,Jeremiah,Robertson,"Example Enterprises",[email protected],"9101 Road Rd",,Townsville,IL,12345,US,555-123-4578,1,,0.00,0,0,0,0,1,2,spanish,"Imported from file",Closed,$2y$10$3wJXIhuwwq2p5F1zOfdS5Ozzrv5JmsLJnHqsDlDUji7zyxPVKMd7y,0,0,2025-09-08
4,c1a59b6a-3a34-4b81-9d73-b1a3a3f17a28,Aria,Nguyen,"Example Services",[email protected],"1112 Boulevard Blvd",Suite 12,Sample City,NY,54321,US,555-543-1234,2,,5.75,0,1,0,1,2,0,german,"Imported from file",Inactive,$2y$10$Yk4TlCgAx7liumvF0Osp3.RKpzGQJYoTV4/CC7goGk3OGrF42b21y,0,1,2025-11-03
5,8dc3d8d7-9c6b-4cd7-a8e7-6d3d2c52a1c4,Blake,Ramirez,"Example Solutions",[email protected],"1314 Lane Ln",Apt 3B,Demo Town,WA,12345,US,555-321-4567,3,,2.20,0,0,0,0,0,2,english,"Imported from file",Closed,$2y$10$OdxkhtVX8/uaB2qguzrif.tkGXnaq9JAaiRAbLw6M78ahDHMCgY0q,0,2,2025-11-12

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:

1. The system returns the existing client’s ID.
2. 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:

Last modified: 2025 December 16