Difference between revisions of "ImportAssist"
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<div class="row"> | <div class="row"> | ||
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<div class="col-sm-3">Clients</div> | <div class="col-sm-3">Clients</div> | ||
<div class="col-sm-3">Contacts</div> | <div class="col-sm-3">Contacts</div> | ||
| + | <div class="col-sm-3">Currencies</div> | ||
| + | <div class="col-sm-3">Invoices</div> | ||
| + | <div class="col-sm-3">Invoice Items</div> | ||
| + | <div class="col-sm-3">Pricing</div> | ||
<div class="col-sm-3">Product Groups</div> | <div class="col-sm-3">Product Groups</div> | ||
<div class="col-sm-3">Products</div> | <div class="col-sm-3">Products</div> | ||
| − | <div class="col-sm-3"> | + | <div class="col-sm-3">Services</div> |
<div class="col-sm-3">Support Departments</div> | <div class="col-sm-3">Support Departments</div> | ||
| − | |||
| − | |||
| − | |||
| − | |||
<div class="col-sm-3">Tickets</div> | <div class="col-sm-3">Tickets</div> | ||
<div class="col-sm-3">Ticket Replies</div> | <div class="col-sm-3">Ticket Replies</div> | ||
| + | <div class="col-sm-3">Transactions</div> | ||
</div> | </div> | ||
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<div class="row"> | <div class="row"> | ||
| + | <div class="col-sm-3">Addons</div> | ||
<div class="col-sm-3">Client Groups</div> | <div class="col-sm-3">Client Groups</div> | ||
<div class="col-sm-3">Client Notes</div> | <div class="col-sm-3">Client Notes</div> | ||
| − | |||
<div class="col-sm-3">Config Option Groups</div> | <div class="col-sm-3">Config Option Groups</div> | ||
<div class="col-sm-3">Config Options</div> | <div class="col-sm-3">Config Options</div> | ||
<div class="col-sm-3">Config Options Options</div> | <div class="col-sm-3">Config Options Options</div> | ||
| − | <div class="col-sm-3"> | + | <div class="col-sm-3">Custom Fields</div> |
| + | <div class="col-sm-3">Custom Field Values</div> | ||
| + | <div class="col-sm-3">Domains</div> | ||
<div class="col-sm-3">Promotions</div> | <div class="col-sm-3">Promotions</div> | ||
| − | <div class="col-sm-3"> | + | <div class="col-sm-3">Servers</div> |
<div class="col-sm-3">Service Addons</div> | <div class="col-sm-3">Service Addons</div> | ||
<div class="col-sm-3">Service Config Options</div> | <div class="col-sm-3">Service Config Options</div> | ||
<div class="col-sm-3">Ticket Notes</div> | <div class="col-sm-3">Ticket Notes</div> | ||
<div class="col-sm-3">Ticket Logs</div> | <div class="col-sm-3">Ticket Logs</div> | ||
| − | |||
| − | |||
</div> | </div> | ||
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====='''ClientExec'''===== | ====='''ClientExec'''===== | ||
<div class="row"> | <div class="row"> | ||
| − | |||
<div class="col-sm-3">Client Groups</div> | <div class="col-sm-3">Client Groups</div> | ||
<div class="col-sm-3">Domains</div> | <div class="col-sm-3">Domains</div> | ||
| + | <div class="col-sm-3">Servers</div> | ||
</div> | </div> | ||
Revision as of 12:04, 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.
Contents
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.
- Unzip the zip folder download
- Upload the import_assist directory to /modules/addons
- Login to your WHMCS admin area
- 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.
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:
Additionally Imported Data
In addition to the core data, some systems will also import further data.
WHMCS
ClientExec
HostBill
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