Automated Import Scripts
The following are automated import scripts from competing applications so if
you are already running one of these switching is easy.
- Modernbill V4.4.x & V5
- ClientExec V2.8.x & V3
- WHMAutoPilot V2.5.x & V3.x
- AWBS V2.5 or later
- Lpanel V1.7 or later
- WhoisCart V2.2.x
- AccountLab Plus V2.8.x
- PerlBill (Clients Only)
You can download these from the Import Scripts section of our client area.
Manual Data Entry
Manual Client Entry
To manually import your clients and their hosting accounts, you should use
the following steps. Instructions on manually adding a domain name can be found
below.
- Go to Clients > Add New Client
- Fill out the clients details - the minimum required fields are First &
Last Name, Email Address & Password
- Click Add Client
Once the client has been added, you can proceed to add their hosting
accounts. You do this as follows:
- After adding the client, you will be shown the clients summary page for the
client you just added
- From here, click the "Add New Order" link in the Quick Links section of the
page
- Tick the boxes labelled "Don't Send Order Confirmation Email" and "Don't
Generate Invoice" so that the user is not notified about the order you are
adding
- Choose a package and then click Continue
- If the package comes with a domain, enter the users domain. If the domain is
registered with you, you should choose the transfer domain option even though
you will not be transferring it today. Alternatively, choose the use own domain
option if the user manages their domain and doesn't have it registered with you.
Then click Continue.
- On the next step, choose the billing cycle, any addons the user has,
configurable options, etc... Then click Continue.
- You will now be presented with a summary of the order. If you are happy with
the order, click the Continue button to complete the order and add it to WHMCS.
- You will now been shown the order screen and it will be set as Pending.
Proceed to mark the order as active without attempting to automatically create
the account or register domain.
- Now as the final step, you must go into the products and/or domains page and
set the correct payment method and next due date. To do this, from the order
screen, click on the link in the Type column of the products ordered - this will
take you straight to their details screen. From here, you can choose the payment
method, enter the next due payment date (and for hosting accounts set the
correct server and enter the username/password for the account to allow
suspensions/terminations to occur)
Manual Existing Domain Entry
- On the client summary page click the "Add New Order" link in the Quick Links
section of the page.
- Tick the boxes labelled "Don't Send Order Confirmation Email" and "Don't
Generate Invoice" so that the user is not notified about the order you are
adding.
- Select Domain Registration.
- Select "I want to transfer my domain" even though you will not be
transferring it today and enter the domain name.
- If an EPP code is required, enter a fake one (e.g. 12345).
- Configure any extras as required and click continue.
- You will now be presented with a summary of the order. If you are happy with
the order, click the Continue button to complete the order and add it to WHMCS.
- You will now been shown the order screen and it will be set as Pending.
Select your registrar, untick the "Send to Registrar" and "Send Confirmation
Email" options before clicking "Accept Order".
- Finally you should go to the domain's information page to enter the correct
expiry and due dates.
You have now finished adding your client. By following the steps above, your
client will have not been notified that you've added them and will now be
invoiced by WHMCS prior to the next due date for the items in their account.
WHM/cPanel Import Script
The WHM Import Tool can be accessed using the Utilities menu. This will allow
you to import accounts from your existing cPanel/WHM servers. It can save hours
of time and is very easy to use. Here is how:
- You must first ensure you have setup the server you wish to import accounts
from in Configuration > Manage Servers
- Next, go to Utilities > WHM Import Script
- Now choose the server you want to import accounts from in the dropdown box
- A list of the accounts on that server will now be displayed
- From here you can select the accounts you wish to import - you can select
all the accounts by clicking the checkbox in the header row
- Then simply click the Import button at the bottom of the page an the
accounts will be imported
Accounts created by the import will be created a client account with the name
"cpanelusername Owner" and a random 7 digit password. Domains and their
usernames will then be imported and they will be assigned to the correct server
and package in WHMCS. Intially all accounts will be set as free accounts and you
will need to go through and specify their various pricing information and
payment methods. The data imported by the import tool will mean that all the
cPanel account functions are possible including Suspend/Unsuspend/Terminate
& Change Password.
Quite often you will then need to move the accounts around and group more
than one domain under one client. To do this, see the "Moving a Product/Service
to another Client" article in the Products Management section.
Common Errors
Import Failed - This error occurs when an account cannot be assigned to a
package in WHMCS. This happens when there is no package setup for the WHM
Package Name in WHMCS. Before performing an import, you must ensure you have
setup all the packages in use on the server by accounts you are wanting to
import on a package in WHMCS. To do this, go to Configuration >
Products/Services, create or edit an existing product and enter the WHM Package
Name such as "demohost_Starter" in the Package Name field on the modules
settings tab.
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