Difference between revisions of "ImportAssist"

From WHMCS Documentation

m (→‎What will Import)
Line 33: Line 33:
  
 
* WHMCS Version 6.2 and later
 
* WHMCS Version 6.2 and later
−
* Blesta Version y.y
+
* Blesta Version 2.x, 3.x
−
* ClientExec Version x.x
+
* ClientExec Version 5.3+
−
* HostBill Version z.z
+
* HostBill 2016 Version
  
  
 
===What will Import===
 
===What will Import===
−
For all of the above, the following core data will be migrated:
+
For all of the above, the following data will be migrated:
 +
 
 +
===='''WHMCS'''====
  
 
<div class="row">
 
<div class="row">
−
<div class="col-sm-3">Clients</div>
+
<div class="col-sm-3">Addon</div>
−
<div class="col-sm-3">Contacts</div>
+
<div class="col-sm-3">Client</div>
−
<div class="col-sm-3">Currencies</div>
+
<div class="col-sm-3">ClientGroup</div>
−
<div class="col-sm-3">Invoices</div>
+
<div class="col-sm-3">ClientNotes</div>
−
<div class="col-sm-3">Invoice Items</div>
+
<div class="col-sm-3">ConfigOption</div>
 +
<div class="col-sm-3">ConfigOptionGroup</div>
 +
<div class="col-sm-3">ConfigOptionOption</div>
 +
<div class="col-sm-3">Contact</div>
 +
<div class="col-sm-3">Currency</div>
 +
<div class="col-sm-3">CustomField</div>
 +
<div class="col-sm-3">CustomFieldValue</div>
 +
<div class="col-sm-3">Domain</div>
 +
<div class="col-sm-3">Invoice</div>
 +
<div class="col-sm-3">InvoiceItem</div>
 
<div class="col-sm-3">Pricing</div>
 
<div class="col-sm-3">Pricing</div>
−
<div class="col-sm-3">Product Groups</div>
+
<div class="col-sm-3">Product</div>
−
<div class="col-sm-3">Products</div>
+
<div class="col-sm-3">ProductGroup</div>
−
<div class="col-sm-3">Services</div>
+
<div class="col-sm-3">Promotion</div>
−
<div class="col-sm-3">Support Departments</div>
+
<div class="col-sm-3">Server</div>
−
<div class="col-sm-3">Tickets</div>
+
<div class="col-sm-3">Service</div>
−
<div class="col-sm-3">Ticket Replies</div>
+
<div class="col-sm-3">ServiceAddon</div>
−
<div class="col-sm-3">Transactions</div>
+
<div class="col-sm-3">ServiceConfigOption</div>
 +
<div class="col-sm-3">SupportDepartment</div>
 +
<div class="col-sm-3">Ticket</div>
 +
<div class="col-sm-3">TicketLog</div>
 +
<div class="col-sm-3">TicketNote</div>
 +
<div class="col-sm-3">TicketReply</div>
 +
<div class="col-sm-3">Transaction</div>
 
</div>
 
</div>
  
 +
====Blesta 2.x====
 +
<div class="row">
 +
<div class="col-sm-3">Client</div>
 +
<div class="col-sm-3">Contact</div>
 +
<div class="col-sm-3">Currency</div>
 +
<div class="col-sm-3">Invoice</div>
 +
<div class="col-sm-3">InvoiceItem</div>
 +
<div class="col-sm-3">Pricing</div>
 +
<div class="col-sm-3">Product</div>
 +
<div class="col-sm-3">ProductGroup</div>
 +
<div class="col-sm-3">Service</div>
 +
<div class="col-sm-3">SupportDepartment</div>
 +
<div class="col-sm-3">Ticket</div>
 +
<div class="col-sm-3">TicketReply</div>
 +
<div class="col-sm-3">Transaction</div>
 +
</div>
  
−
====Additionally Imported Data====
+
====Blesta 3.x====
−
In addition to the core data, some systems will also import further data.
 
−
====='''WHMCS'''=====
 
−
 
 
 
<div class="row">
 
<div class="row">
−
<div class="col-sm-3">Addons</div>
+
<div class="col-sm-3">Client</div>
−
<div class="col-sm-3">Client Groups</div>
+
<div class="col-sm-3">Contact</div>
−
<div class="col-sm-3">Client Notes</div>
+
<div class="col-sm-3">Currency</div>
−
<div class="col-sm-3">Config Option Groups</div>
+
<div class="col-sm-3">Domain</div>
−
<div class="col-sm-3">Config Options</div>
+
<div class="col-sm-3">Invoice</div>
−
<div class="col-sm-3">Config Options Options</div>
+
<div class="col-sm-3">InvoiceItem</div>
−
<div class="col-sm-3">Custom Fields</div>
+
<div class="col-sm-3">Pricing</div>
−
<div class="col-sm-3">Custom Field Values</div>
+
<div class="col-sm-3">Product</div>
−
<div class="col-sm-3">Domains</div>
+
<div class="col-sm-3">ProductGroup</div>
−
<div class="col-sm-3">Promotions</div>
+
<div class="col-sm-3">Service</div>
−
<div class="col-sm-3">Servers</div>
+
<div class="col-sm-3">SupportDepartment</div>
−
<div class="col-sm-3">Service Addons</div>
+
<div class="col-sm-3">Ticket</div>
−
<div class="col-sm-3">Service Config Options</div>
+
<div class="col-sm-3">TicketNote</div>
−
<div class="col-sm-3">Ticket Notes</div>
+
<div class="col-sm-3">TicketReply</div>
−
<div class="col-sm-3">Ticket Logs</div>
+
<div class="col-sm-3">Transaction</div>
 
</div>
 
</div>
  
−
 
+
===='''ClientExec'''====
−
====='''ClientExec'''=====
 
 
<div class="row">
 
<div class="row">
−
<div class="col-sm-3">Client Groups</div>
+
<div class="col-sm-3">Client</div>
−
<div class="col-sm-3">Domains</div>
+
<div class="col-sm-3">ClientGroup</div>
−
<div class="col-sm-3">Servers</div>
+
<div class="col-sm-3">Contact</div>
 +
<div class="col-sm-3">Currency</div>
 +
<div class="col-sm-3">Domain</div>
 +
<div class="col-sm-3">Invoice</div>
 +
<div class="col-sm-3">InvoiceItem</div>
 +
<div class="col-sm-3">Pricing</div>
 +
<div class="col-sm-3">Product</div>
 +
<div class="col-sm-3">ProductGroup</div>
 +
<div class="col-sm-3">Server</div>
 +
<div class="col-sm-3">Service</div>
 +
<div class="col-sm-3">SupportDepartment</div>
 +
<div class="col-sm-3">Ticket</div>
 +
<div class="col-sm-3">TicketReply</div>
 +
<div class="col-sm-3">Transaction</div>
 
</div>
 
</div>
  
 
====='''HostBill'''=====
 
====='''HostBill'''=====
 
<div class="row">
 
<div class="row">
−
<div class="col-sm-3">Domains</div>
+
<div class="col-sm-3">Client</div>
 +
<div class="col-sm-3">Contact</div>
 +
<div class="col-sm-3">Currency</div>
 +
<div class="col-sm-3">Domain</div>
 +
<div class="col-sm-3">Invoice</div>
 +
<div class="col-sm-3">InvoiceItem</div>
 +
<div class="col-sm-3">Pricing</div>
 +
<div class="col-sm-3">Product</div>
 +
<div class="col-sm-3">ProductGroup</div>
 +
<div class="col-sm-3">Server</div>
 +
<div class="col-sm-3">Service</div>
 +
<div class="col-sm-3">ServiceAddon</div>
 +
<div class="col-sm-3">SupportDepartment</div>
 +
<div class="col-sm-3">Ticket</div>
 +
<div class="col-sm-3">TicketReply</div>
 +
<div class="col-sm-3">Transaction</div>
 
</div>
 
</div>
  

Revision as of 11:07, 18 August 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 2.x, 3.x
  • ClientExec Version 5.3+
  • HostBill 2016 Version


What will Import

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

WHMCS

Addon
Client
ClientGroup
ClientNotes
ConfigOption
ConfigOptionGroup
ConfigOptionOption
Contact
Currency
CustomField
CustomFieldValue
Domain
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Promotion
Server
Service
ServiceAddon
ServiceConfigOption
SupportDepartment
Ticket
TicketLog
TicketNote
TicketReply
Transaction

Blesta 2.x

Client
Contact
Currency
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Service
SupportDepartment
Ticket
TicketReply
Transaction

Blesta 3.x

Client
Contact
Currency
Domain
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Service
SupportDepartment
Ticket
TicketNote
TicketReply
Transaction

ClientExec

Client
ClientGroup
Contact
Currency
Domain
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Server
Service
SupportDepartment
Ticket
TicketReply
Transaction
HostBill
Client
Contact
Currency
Domain
Invoice
InvoiceItem
Pricing
Product
ProductGroup
Server
Service
ServiceAddon
SupportDepartment
Ticket
TicketReply
Transaction

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

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