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| − | 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.
| + | #REDIRECT [[Migration_Guide]] |
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| − | ==Automated Import Scripts==
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| − | The following are automated import scripts from competing applications so if you are already running one of these switching is easy.
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| − | *Modernbill V4.4.x & V5
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| − | *ClientExec V2.8.x & V3
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| − | *WHMAutoPilot V2.5.x & V3.x
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| − | *AWBS V2.5 or later
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| − | *Lpanel V1.7 or later
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| − | *WhoisCart V2.2.x
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| − | *AccountLab Plus V2.8.x
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| − | *PerlBill (Clients Only)
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| − | You can download these from the Import Scripts section of our client area.
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| − | ==Manual Data Entry==
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| − | ===Manual Client Entry===
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| − | To manually import your clients and their hosting accounts, you should use the following steps. Instructions on manually adding a domain name can be found below.
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| − | #Go to Clients > Add New Client | |
| − | #Fill out the clients details - the minimum required fields are First & Last Name, Email Address & Password
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| − | #Click Add Client
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| − | Once the client has been added, you can proceed to add their hosting accounts. You do this as follows:
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| − | #After adding the client, you will be shown the clients summary page for the client you just added
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| − | #From here, click the "Add New Order" link in the Quick Links section of the page
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| − | #Tick the boxes labelled "Don't Send Order Confirmation Email" and "Don't Generate Invoice" so that the user is not notified about the order you are adding
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| − | #Choose a package and then click Continue
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| − | #If the package comes with a domain, enter the users domain. If the domain is registered with you, you should choose the transfer domain option even though you will not be transferring it today. Alternatively, choose the use own domain option if the user manages their domain and doesn't have it registered with you. Then click Continue.
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| − | #On the next step, choose the billing cycle, any addons the user has, configurable options, etc... Then click Continue.
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| − | #You will now be presented with a summary of the order. If you are happy with the order, click the Continue button to complete the order and add it to WHMCS.
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| − | #You will now been shown the order screen and it will be set as Pending. Proceed to mark the order as active without attempting to automatically create the account or register domain.
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| − | #Now as the final step, you must go into the products and/or domains page and set the correct payment method and next due date. To do this, from the order screen, click on the link in the Type column of the products ordered - this will take you straight to their details screen. From here, you can choose the payment method, enter the next due payment date (and for hosting accounts set the correct server and enter the username/password for the account to allow suspensions/terminations to occur)
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| − | ===Manual Existing Domain Entry===
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| − | #On the client summary page click the "Add New Order" link in the Quick Links section of the page.
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| − | #Tick the boxes labelled "Don't Send Order Confirmation Email" and "Don't Generate Invoice" so that the user is not notified about the order you are adding.
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| − | #Select Domain Registration.
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| − | #Select "I want to transfer my domain" even though you will not be transferring it today and enter the domain name.
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| − | #If an EPP code is required, enter a fake one (e.g. 12345).
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| − | #Configure any extras as required and click continue.
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| − | #You will now be presented with a summary of the order. If you are happy with the order, click the Continue button to complete the order and add it to WHMCS.
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| − | #You will now been shown the order screen and it will be set as Pending. Select your registrar, untick the "Send to Registrar" and "Send Confirmation Email" options before clicking "Accept Order".
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| − | #Finally you should go to the domain's information page to enter the correct expiry and due dates.
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| − | 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 in their account.
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| − | ==WHM/cPanel Import Script==
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| − | The WHM Import Tool can be accessed using the Utilities menu. This will allow you to import accounts from your existing cPanel/WHM servers. It can save hours of time and is very easy to use. Here is how:
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| − | #You must first ensure you have setup the server you wish to import accounts from in Configuration > Manage Servers
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| − | #Next, go to Utilities > WHM Import Script
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| − | #Now choose the server you want to import accounts from in the dropdown box
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| − | #A list of the accounts on that server will now be displayed
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| − | #From here you can select the accounts you wish to import - you can select all the accounts by clicking the checkbox in the header row
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| − | #Then simply click the Import button at the bottom of the page an the accounts will be imported
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| − | Accounts created by the import will be created a client account with the name "cpanelusername Owner" and a random 7 digit password. Domains and their usernames will then be imported and they will be assigned to the correct server and package in WHMCS. Intially all accounts will be set as free accounts and you will need to go through and specify their various pricing information and payment methods. The data imported by the import tool will mean that all the cPanel account functions are possible including Suspend/Unsuspend/Terminate & Change Password.
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| − | Quite often you will then need to move the accounts around and group more than one domain under one client. To do this, see the "Moving a Product/Service to another Client" article in the Products Management section.
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| − | ===Common Errors===
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| − | Import Failed - This error occurs when an account cannot be assigned to a package in WHMCS. This happens when there is no package setup for the WHM Package Name in WHMCS. Before performing an import, you must ensure you have setup all the packages in use on the server by accounts you are wanting to import on a package in WHMCS. To do this, go to Configuration > Products/Services, create or edit an existing product and enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the Package Quotas tab as shown below.
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