Revision as of 19:44, 28 April 2020

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. At this time, this supports the following systems:

• WHMCS Version 6.2.x, 6.3.x, 7.0.x, 7.1.x, 7.2.x, 7.3.x, 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, see ImportAssist.

Server Sync Tool

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 you can also use it for other purposes, such as identifying and importing missing domains, syncing usernames and package information, and terminating inactive domains.

For detailed information on how it works and how to use it, see Server Sync Tool.

cPanel & WHM Import Script

When using WHMCS 7.7 or older, you can access the WHM Import Tool using the Utilities menu. This will allow you to import all the domains from your existing cPanel & WHM servers. For more information and steps, see CPanel/WHM Import.

Manual Entry

We understand that the ImportAssist addon and Server Sync Tool 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, it is possible to add clients and their items manually via the admin area using the instructions below.

Adding Clients

To manually import your clients, use the following steps for each client:

1. Go to Clients > Add New Client.
2. Fill out the client details. You must provide, at least, the first and last names, email address, and password.
3. Optionally, deselect the checkbox to send a New Account Information Message.
4. Click Add Client.

You have now finished adding your client. However, the system will not automatically notify your client that you added them. You can now add the applicable items to their account in the section below.

Adding Services

Once you have added the clients, you can proceed to add their services (such as hosting accounts). Perform the following steps for each client:

1. On the Client Summary page, click "Add New Order" in the "Actions" panel.
2. The system will preselect the client. Fill out the rest of the form, beginning with choosing the payment gateway you want their future invoices to use.
3. Choose the applicable product or service and the billing cycle.
4. If the service has an associated domain name, enter it in the textbox. If you also control the domain name registration, select "Register" on the domain section below and choose any addons the user has for their domain.
5. Deselect the boxes for Order Confirmation and Generate Invoice. This will ensure that the system doesn't email the client about the order you are adding.
6. Select Active from the Order Status menu. Then, click Submit to add the order to WHMCS.

The system will display the order details page, which will summarise the details of the order you added.

As the final step, go into the service details and set the correct next due date. To do this from the order details page, click on the link in the "Item" column of the items ordered. This will take you to the service details page. From there, you can edit the next due payment date. For hosting accounts, select the correct server and enter the username for the account to allow WHMCS to perform suspensions and terminations.

Adding Domains

To add a domain without a product:

1. On the Client Summary page, click the "Add New Order" link in the "Actions" panel.
2. The system will preselect the client. Fill out the rest of the form, beginning with choosing the payment gateway you want their future invoices to use.
3. Select None from the Product/Service menu.
4. Select Monthly from the Billing Cycle menu for the product section.
5. Enter the domain in the Domain textbox and select "Register" as the Domain Registration Option (even if you don't intend to register it immediately).
6. Choose the number of years you want to invoice the client for at the time of renewal. Select any addons that the user has for their domain.
7. Deselect the checkboxes for sending an order confirmation and generating an invoice. This will ensure that the client is not emailed about the order you are adding.
8. Select Active from the Order Status menu. Then, click Submit to add the order to WHMCS.

The system will display the order details page, which will summarise the details of the order you added.

As the final step, go into the domain's information page to enter the correct next due and expiry dates and select the domain's registrar, if a registrar module is present and active. To do this from the order details page, click the appropriate link in the "Item" column. This will take you to the domain details page.