ImportAssist

From WHMCS Documentation

Revision as of 12:24, 18 August 2016 by Andrew (talk | contribs) (Troubleshooting)

ImportAssist is a tool that migrates data from external systems into a WHMCS installation.

Beside importing from another WHMCS, ImportAssist also imports from many 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 downloaded, follow the steps below to install ImportAssist.

  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. 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.

Always take a full backup of your WHMCS database before 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

Previous Versions

Support of other versions of the above software may available. Please note, there have been no tests for those other versions.

What will Import

The following data will migrate depending on system:

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 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. The support team is contactable at www.whmcs.com/support