ImportAssist

From WHMCS Documentation

ImportAssist is a tool that migrates data from external systems into a WHMCS installation.

In addition to importing data from another WHMCS instance, ImportAssist can also import from a range of other web based billing applications.

Download ImportAssist

https://www.whmcs.com/images/available_on_marketplace.png

ImportAssist is available via the WHMCS Marketplace. To download it, visit the ImportAssist Marketplace listing.

https://marketplace.whmcs.com/product/46

Installation

Once downloaded, follow the steps below to install ImportAssist.

  1. Unzip the zip folder download
  2. Upload the import_assist directory to /modules/addons
  3. Login to your WHMCS admin area
  4. Visit Setup > Addon Modules to activate. Then, grant your admin role permission to access it post activation.

Using ImportAssist

Once installed and activated, access ImportAssist by navigating to Addons > ImportAssist for WHMCS

A wizard based process will then guide you through performing a data migration.

We recommend taking a full backup of your WHMCS database before performing any import process. This will allow you to rollback in case of problems.

Supported Scripts & Versions

WHMCS ImportAssist supports importing data from the following applications and versions at the time of writing:

  • WHMCS Version 6.2.x, 6.3.x, 7.0.x
  • Blesta Version 2.x, 3.x
  • ClientExec Version 5.3+
  • HostBill 2016 Version

While performing imports from versions of the software outside of those listed above may be possible, please be advised it is unsupported.

What will Import

The data that can be migrated varies by software:

WHMCS

Addon
Client
ClientGroup
ClientNotes
ConfigOption
ConfigOptionGroup
ConfigOptionOption
Contact
Currency
CustomField
CustomFieldValue
Domain
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Promotion
Server
Service
ServiceAddon
ServiceConfigOption
SupportDepartment
Ticket
TicketLog
TicketNote
TicketReply
Transaction

Blesta 2.x

Client
Contact
Currency
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Service
SupportDepartment
Ticket
TicketReply
Transaction

Blesta 3.x

Client
Contact
Currency
Domain
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Service
SupportDepartment
Ticket
TicketNote
TicketReply
Transaction

ClientExec

Client
ClientGroup
Contact
Currency
Domain
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Server
Service
SupportDepartment
Ticket
TicketReply
Transaction

HostBill

Client
Contact
Currency
Domain
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Server
Service
ServiceAddon
SupportDepartment
Ticket
TicketReply
Transaction

Troubleshooting

In the unlikely event of an import failure, download a copy of the Import Log. The Import Log is available to download during and after the import process. Send the import log along with a ticket describing the issue to the support team. You can contact our support team at www.whmcs.com/support.