Migrate Data to WHMCS
We understand that the majority of companies already have a billing system in place to manage their hosting clients and worry about the difficulties of switching to a new billing system. With that in mind, we provide the following guides and automation scripts in order to make importing easy.
ImportAssist
When performing a migration from another billing system or WHMCS installation, we recommend using our ImportAssist addon, which supports importing data from multiple billing systems.
Sync Accounts
You can compare and sync details from cPanel, Plesk, and DirectAdmin servers using the Sync Accounts feature at Configuration () > System Settings > Servers.
This is particularly useful for performing an initial import when first starting with WHMCS, but you can also use it for other purposes, such as identifying and importing missing domains, syncing usernames and package information, and terminating inactive domains.
Manual Entry
We understand that the ImportAssist addon and Sync Accounts feature may not always meet your needs for adding clients and their items (for example, when you need to add a client manually and there is no associated hosting account or domain registrar for their items).
In these circumstances, we recommend manually entering clients, services, and domains.
- For steps to add clients, see Add a Client. You must include the first and last name, email address, and password for each client that you add.
- For steps to add services and domains, see Create an Order. Make sure to deselect Order Confirmation and Generate Invoice to prevent unnecessary emails to the customer, and ensure that you have set the correct due dates and server details.
Last modified: November 19, 2024