Difference between revisions of "ImportAssist"

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Revision as of 10:12, 15 June 2016

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

In addition to supporting importing of data from another WHMCS installation, ImportAssist can also import data from a number of other web based 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 you've downloaded the latest version of ImportAssist from the WHMCS Marketplace, follow the steps below to install.

  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 (remember also to grant your admin role permission to access it post activation)

Using ImportAssist

Once installed and activated, ImportAssist can be accessed by navigating to Addons > ImportAssist for WHMCS

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

We always recommend taking a full backup of your WHMCS database prior to attempting an import in-case of a need to rollback.

Supported Scripts & Versions

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

  • WHMCS Version 6.2 and later
  • Blesta Version y.y
  • ClientExec Version x.x
  • HostBill Version z.z


What will Import

For all of the above, the following core data will be migrated:

Currencies
Clients
Contacts
Product Groups
Products
Pricing
Support Departments
Services
Invoices
Invoice Items
Transactions
Tickets
Ticket Replies


Additionally Imported Data

In addition to the core data, some systems will also import further data.

WHMCS
Client Groups
Client Notes
Servers
Config Option Groups
Config Options
Config Options Options
Addons
Promotions
Domains
Service Addons
Service Config Options
Ticket Notes
Ticket Logs
Custom Fields
Custom Field Values


ClientExec
Servers
Client Groups
Domains
HostBill
Domains

Troubleshooting

In the unlikely event of an import failing, download a copy of the Import Log file which is made available to you during and after the import process has completed and send this along with a ticket describing the issue to our support team via www.whmcs.com/support