Difference between revisions of "CPanel/WHM Import"
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<div class="docs-alert-danger"> | <div class="docs-alert-danger"> | ||
| − | + | We removed this feature in WHMCS 7.8. In WHMCS 7.8 and higher, use the [https://docs.whmcs.com/Server_Sync_Tool Server Sync Tool]. | |
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</div> | </div> | ||
| − | + | This feature allows you to import all the domains from your existing cPanel & WHM servers. | |
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| + | You can access this feature at '''Utilities > WHM Import Tool'''. | ||
==Importing from cPanel & WHM== | ==Importing from cPanel & WHM== | ||
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<div class="docs-alert-danger"> | <div class="docs-alert-danger"> | ||
<span class="title">Important</span><br /> | <span class="title">Important</span><br /> | ||
| − | You '''must''' perform '''all''' of these steps to ensure a complete import. Failure to do so may result in loss of data.</div> | + | You '''must''' perform '''all''' of these steps to ensure a complete import. Failure to do so may result in loss of data. |
| + | </div> | ||
To import domains from cPanel & WHM: | To import domains from cPanel & WHM: | ||
| − | # Go to '''Setup > Products/Services > Servers'''. | + | # Go to '''Setup > Products/Services > [[Servers]]'''. |
# Set up your cPanel & WHM server. For more information, see [[CPanel/WHM#Adding_a_cPanel_Server|Adding a cPanel Server]]. | # Set up your cPanel & WHM server. For more information, see [[CPanel/WHM#Adding_a_cPanel_Server|Adding a cPanel Server]]. | ||
| − | # Go to '''Setup > Automation Settings'''. | + | # Go to '''Setup > [[Automation Settings]]'''. |
# Disable '''Enable Suspension''' and '''Enable Termination'''. You can reenable these settings after the import process. | # Disable '''Enable Suspension''' and '''Enable Termination'''. You can reenable these settings after the import process. | ||
# Go to '''Utilities > cPanel/WHM Import'''. | # Go to '''Utilities > cPanel/WHM Import'''. | ||
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===Import Failed=== | ===Import Failed=== | ||
| − | This error occurs when an account cannot be assigned to a package because the package does not exist in WHMCS. Before importing, make sure to set up all of the packages for the accounts you will import. To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services''', click '''Edit''', and, in the '''Module Settings''' tab, enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab. | + | This error occurs when an account cannot be assigned to a package because the package does not exist in WHMCS. Before importing, make sure to set up all of the packages for the accounts you will import. To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services''', click '''Edit''', and, in the '''Module Settings''' tab, enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab. |
===No Accounts Found=== | ===No Accounts Found=== | ||
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This error indicates that WHMCS cannot connect to your server. | This error indicates that WHMCS cannot connect to your server. | ||
| − | If your server requires an SSL connection, enable '''Secure''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''. Then, try again. | + | If your server requires an SSL connection, enable '''Secure''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Servers]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''. Then, try again. |
If the problem persists, try creating a new account using WHMCS. If that also fails, see [[Troubleshooting Guide]]. | If the problem persists, try creating a new account using WHMCS. If that also fails, see [[Troubleshooting Guide]]. | ||
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===Could not resolve host: (Code 6)=== | ===Could not resolve host: (Code 6)=== | ||
| − | A Code 6 cURL error indicates that '''IP Address''' in the server configuration is empty. To resolve this, edit the server at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers''' and enter your server's IP address. | + | A Code 6 cURL error indicates that '''IP Address''' in the server configuration is empty. To resolve this, edit the server at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Servers]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers''' and enter your server's IP address. |
Latest revision as of 16:51, 19 April 2022
We removed this feature in WHMCS 7.8. In WHMCS 7.8 and higher, use the Server Sync Tool.
This feature allows you to import all the domains from your existing cPanel & WHM servers.
You can access this feature at Utilities > WHM Import Tool.
Contents
Importing from cPanel & WHM
Important
You must perform all of these steps to ensure a complete import. Failure to do so may result in loss of data.
To import domains from cPanel & WHM:
- Go to Setup > Products/Services > Servers.
- Set up your cPanel & WHM server. For more information, see Adding a cPanel Server.
- Go to Setup > Automation Settings.
- Disable Enable Suspension and Enable Termination. You can reenable these settings after the import process.
- Go to Utilities > cPanel/WHM Import.
- Select the server for the accounts you want to import. A list of accounts will display.
- Select the accounts to import.
- Click Import.
Entering Client & Billing Data
The information cPanel & WHM stores is very limited. Importing requires some manual work, but the importable data, including the domain, username, server, and package, allows for all account management functions.
Imported account usernames and domains are retrieved automatically from the server. Because cPanel & WHM does not store any billing details, the import process initially sets all accounts as free. You must then update the imported domains with the appropriate pricing, billing cycles, next due dates, and client information.
To group domains with a single client, see Moving a Product/Service to another Client and Merging Clients.
Notes
Enabling Show only Domains with Status Mismatch displays cancelled, terminated, or fraudulent products that exist on the server. This allows a you to audit accounts that should not be online according to WHMCS but are still online on the server.
To log in to the Client Area for the first time, clients must use the password reset function to set a password. They can then log in normally.
Common Problems
Import Failed
This error occurs when an account cannot be assigned to a package because the package does not exist in WHMCS. Before importing, make sure to set up all of the packages for the accounts you will import. To do this, go to Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services, click Edit, and, in the Module Settings tab, enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab.
No Accounts Found
This error indicates that WHMCS cannot connect to your server.
If your server requires an SSL connection, enable Secure at Configuration () > System Settings > Servers or, prior to WHMCS 8.0, Setup > Products/Services > Servers. Then, try again.
If the problem persists, try creating a new account using WHMCS. If that also fails, see Troubleshooting Guide.
Could not resolve host: (Code 6)
A Code 6 cURL error indicates that IP Address in the server configuration is empty. To resolve this, edit the server at Configuration () > System Settings > Servers or, prior to WHMCS 8.0, Setup > Products/Services > Servers and enter your server's IP address.