Difference between revisions of "ImportAssist"
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# Upload the ''import_assist'' directory to ''/modules/addons'' | # Upload the ''import_assist'' directory to ''/modules/addons'' | ||
# Login to your WHMCS admin area | # Login to your WHMCS admin area | ||
− | # Visit Setup > Addon Modules to activate. Then, grant your admin role permission to access it post activation. | + | # Visit '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Addon Modules''' or, prior to WHMCS 8.0, '''Setup > Addon Modules''' to activate. Then, grant your admin role permission to access it post activation. |
==Using ImportAssist== | ==Using ImportAssist== |
Revision as of 16:53, 5 August 2020
ImportAssist is a tool that migrates data from external systems into a WHMCS installation.
In addition to importing data from another WHMCS instance, ImportAssist can also import from a range of other web based billing applications.
Contents
Download ImportAssist
ImportAssist is available via the WHMCS Marketplace. To download it, visit the ImportAssist Marketplace listing.
https://marketplace.whmcs.com/product/46
Installation
Once downloaded, follow the steps below to install ImportAssist.
- Unzip the zip folder download
- Upload the import_assist directory to /modules/addons
- Login to your WHMCS admin area
- Visit Configuration () > System Settings > Addon Modules or, prior to WHMCS 8.0, Setup > Addon Modules to activate. Then, grant your admin role permission to access it post activation.
Using ImportAssist
Once installed and activated, access ImportAssist by navigating to Addons > ImportAssist for WHMCS
A wizard based process will then guide you through performing a data migration.
Supported Scripts & Versions
WHMCS ImportAssist supports importing data from the following applications and versions at the time of writing:
- WHMCS Versions 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, 7.8.x, 7.9.x
- Blesta Versions 2.x, 3.x, 4.x
- ClientExec Versions 5.3, 5.4, 5.5, 5.6, 5.7, 5.8, 5.9, 6.x
- HostBill Versions 2016 and later
While performing imports from versions of the software outside of those listed above may be possible, please be advised it is unsupported.
What will Import
The data that can be migrated varies by software:
WHMCS 6.2 - 7.7
WHMCS 7.8+
Blesta 2.x
Blesta 3.x, 4.x
ClientExec
HostBill
Troubleshooting
In the unlikely event of an import failure, download a copy of the Import Log. The Import Log is available to download during and after the import process. Send the import log along with a ticket describing the issue to the support team. You can contact our support team at www.whmcs.com/support.