Difference between revisions of "Importing Data"

From WHMCS Documentation

m (Manual Domain Only Entry: corrected been to be in step 10)
m (Adding Domains)
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==ImportAssist==
 
==ImportAssist==
  
When performing a migration from another billing system or WHMCS installation, please note that the previous import scripts have been deprecated as of WHMCS 6.0 and are now replaced with our new ImportAssist addon that supports multiple billing systems to import from. It supports Blesta 2/3, ClientExec, HostBill and merging other WHMCS installations. For detailed information on obtaining and using ImportAssist, please refer to [[ImportAssist]].
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When performing a migration from another billing system or WHMCS installation, we recommend using our ImportAssist addon that supports multiple billing systems to import from. At this time, the following are supported:
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* WHMCS Version 6.2.x, 6.3.x, 7.0.x, 7.1.x, 7.2, 7.3x., 7.4.x, 7.5.x, 7.6.x, 7.7.x
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* Blesta Version 2.x, 3.x
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* ClientExec Version 5.3+
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* HostBill 2016 Version
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For detailed information on obtaining and using ImportAssist, please refer to [[ImportAssist]].
  
 
==Server Sync Tool==
 
==Server Sync Tool==
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<div class="docs-alert-info">This section refers to a new feature in WHMCS 7.8. To import services from a cPanel server when using WHMCS 7.7 and older, please refer to the cPanel/WHM Import section below.</div>
 
<div class="docs-alert-info">This section refers to a new feature in WHMCS 7.8. To import services from a cPanel server when using WHMCS 7.7 and older, please refer to the cPanel/WHM Import section below.</div>
  
In WHMCS 7.8, we've introduced a new Server Sync Tool that can compare and sync details from cPanel, Plesk and DirectAdmin servers. This can be used to identify and import missing domains, sync usernames & package info and terminate inactive domains.
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In WHMCS 7.8, we've introduced a new Server Sync Tool that can compare and sync details from cPanel, Plesk and DirectAdmin servers. This is particularly useful for performing an initial import when first starting with WHMCS, but can also be used for other purposes, such as identifying and importing missing domains, syncing usernames & package info and terminating inactive domains.
  
 
Detailed information on how it works and how to use it can be found at the [[Server_Sync_Tool|Server Sync Tool page]].
 
Detailed information on how it works and how to use it can be found at the [[Server_Sync_Tool|Server Sync Tool page]].
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When using WHMCS 7.7 or older, the WHM Import Tool can be accessed using the Utilities menu.  This will allow you to import all the domains from your existing cPanel/WHM servers.  Instructions for use can be found on the separate [[CPanel/WHM_Import|CPanel/WHM Import page]].
 
When using WHMCS 7.7 or older, the WHM Import Tool can be accessed using the Utilities menu.  This will allow you to import all the domains from your existing cPanel/WHM servers.  Instructions for use can be found on the separate [[CPanel/WHM_Import|CPanel/WHM Import page]].
  
==Manual Client Entry==
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==Manual Entry==
  
To manually import your clients and their hosting accounts, you should use the following steps.
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===Adding Clients===
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To manually import your clients, you should use the following steps.
  
 
#Go to Clients > Add New Client
 
#Go to Clients > Add New Client
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#Click Add Client
 
#Click Add Client
  
Once the client has been added, you can proceed to add their hosting accounts.  You do this as follows:
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===Adding Services===
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Once the clients have been added, you can proceed to add their hosting accounts.  You do this as follows for each client:
  
 
#On the client summary page, click the "Add New Order" link in the Actions panel
 
#On the client summary page, click the "Add New Order" link in the Actions panel
#The client will be preselected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with
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#The client will be pre-selected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with
 
#Next, choose the product/service and billing cycle the client pays by
 
#Next, choose the product/service and billing cycle the client pays by
 
#If the package comes with a domain, enter the users domain in the box provided.  And if the domain is registered with you, you should select the "Register" option and choose any addons the user has for their domain.
 
#If the package comes with a domain, enter the users domain in the box provided.  And if the domain is registered with you, you should select the "Register" option and choose any addons the user has for their domain.
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#Now as the final step, you must go into the products and/or domains page and set the correct next due date.  To do this, from the order screen, click on the link in the Item column of the items ordered - this will take you straight to the details screen.  From there, you can edit the next due payment date (and for hosting accounts select the correct server and enter the username for the account to allow suspensions & terminations to be performed by WHMCS)
 
#Now as the final step, you must go into the products and/or domains page and set the correct next due date.  To do this, from the order screen, click on the link in the Item column of the items ordered - this will take you straight to the details screen.  From there, you can edit the next due payment date (and for hosting accounts select the correct server and enter the username for the account to allow suspensions & terminations to be performed by WHMCS)
  
==Manual Domain Only Entry==
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===Adding Domains===
 
To add a domain on it's own without a product, follow the steps below:
 
To add a domain on it's own without a product, follow the steps below:
  
# If you haven't already, create the client by navigating to Go to Clients > Add New Client.
 
 
#On the client summary page, click the "Add New Order" link in the Actions panel
 
#On the client summary page, click the "Add New Order" link in the Actions panel
 
#The client will be preselected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with
 
#The client will be preselected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with

Revision as of 18:54, 14 August 2019

We understand that the majority of companies already have a billing system in place to manage their hosting clients and are worried by 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 that supports multiple billing systems to import from. At this time, the following are supported:

  • WHMCS Version 6.2.x, 6.3.x, 7.0.x, 7.1.x, 7.2, 7.3x., 7.4.x, 7.5.x, 7.6.x, 7.7.x
  • Blesta Version 2.x, 3.x
  • ClientExec Version 5.3+
  • HostBill 2016 Version

For detailed information on obtaining and using ImportAssist, please refer to ImportAssist.

Server Sync Tool

This section refers to a new feature in WHMCS 7.8. To import services from a cPanel server when using WHMCS 7.7 and older, please refer to the cPanel/WHM Import section below.

In WHMCS 7.8, we've introduced a new Server Sync Tool that can compare and sync details from cPanel, Plesk and DirectAdmin servers. This is particularly useful for performing an initial import when first starting with WHMCS, but can also be used for other purposes, such as identifying and importing missing domains, syncing usernames & package info and terminating inactive domains.

Detailed information on how it works and how to use it can be found at the Server Sync Tool page.

WHM/cPanel Import Script

When using WHMCS 7.7 or older, the WHM Import Tool can be accessed using the Utilities menu. This will allow you to import all the domains from your existing cPanel/WHM servers. Instructions for use can be found on the separate CPanel/WHM Import page.

Manual Entry

Adding Clients

To manually import your clients, you should use the following steps.

  1. Go to Clients > Add New Client
  2. Fill out the clients details - the minimum required fields are First & Last Name, Email Address & Password
  3. Click Add Client

Adding Services

Once the clients have been added, you can proceed to add their hosting accounts. You do this as follows for each client:

  1. On the client summary page, click the "Add New Order" link in the Actions panel
  2. The client will be pre-selected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with
  3. Next, choose the product/service and billing cycle the client pays by
  4. If the package comes with a domain, enter the users domain in the box provided. And if the domain is registered with you, you should select the "Register" option and choose any addons the user has for their domain.
  5. Ensure both tick boxes for sending an order confirmation and generating an invoice are unchecked so the user is not emailed about the order you are adding
  6. Finally, set the Order Status dropdown to Active and then click the submit button to add the order to WHMCS
  7. You will now be shown the order screen summarising the details of the order you just added
  8. Now as the final step, you must go into the products and/or domains page and set the correct next due date. To do this, from the order screen, click on the link in the Item column of the items ordered - this will take you straight to the details screen. From there, you can edit the next due payment date (and for hosting accounts select the correct server and enter the username for the account to allow suspensions & terminations to be performed by WHMCS)

Adding Domains

To add a domain on it's own without a product, follow the steps below:

  1. On the client summary page, click the "Add New Order" link in the Actions panel
  2. The client will be preselected, so you should fill out the rest of the form - begin by choosing the payment gateway you want the client to pay with
  3. Leave the Product/Service dropdown menu set at None
  4. Leave the Billing Cycle dropdown menu set at Monthly
  5. Enter the domain in the Domain text field and select Register as the Domain Registration Option (even though you aren't intending to register it today)
  6. Choose the number of years you next want the client to be invoiced for at the time of renewal and tick any addons the user has for their domain
  7. Ensure both tick boxes for sending an order confirmation and generating an invoice are unchecked so the user is not emailed about the order you are adding
  8. Finally, set the Order Status dropdown to Active and then click the submit button to add the order to WHMCS
  9. You will now be shown the order screen summarising the details of the order you just added
  10. Now as the final step, you must go to the domain's information page to enter the correct next due and expiry dates aswell as selecting the registrar the domain is registered with if using one of the built in registrars. To do this, from the order screen, click on the link in the Item column of the items ordered - this will take you straight to the details screen.

You have now finished adding your client. By following the steps above, your client will have not been notified that you've added them and will now be invoiced by WHMCS prior to the next due date for the items you have added to their account.