CPanel/WHM Import - Revision history

SarahK at 16:51, 19 April 2022

2022-04-19T16:51:20Z

SarahK at 22:25, 14 April 2022

2022-04-14T22:25:33Z

SarahK at 16:28, 30 September 2021

2021-09-30T16:28:02Z

SarahK at 19:19, 4 August 2020

2020-08-04T19:19:38Z

PeterB: DOCS-6874

2019-08-11T12:20:03Z

DOCS-6874

Lawrence: Lawrence moved page CPanel & WHM Import to CPanel/WHM Import over redirect

2019-06-15T19:27:56Z

Lawrence moved page CPanel & WHM Import to CPanel/WHM Import over redirect

Lawrence: Lawrence moved page CPanel/WHM Import to CPanel & WHM Import

2019-06-15T19:27:01Z

Lawrence moved page CPanel/WHM Import to CPanel & WHM Import

Lawrence: /* Importing from cPanel/WHM */

2019-06-15T19:23:24Z

‎Importing from cPanel/WHM

Lawrence: /* Entering Client & Billing Data */

2019-06-15T19:22:28Z

‎Entering Client & Billing Data

Lawrence: /* Preparation */

2019-06-15T19:21:44Z

‎Preparation

@@ Line 16: / Line 16: @@
 To import domains from cPanel & WHM:
-# Go to '''Setup > Products/Services > Servers'''.
+# Go to '''Setup > Products/Services > [[Servers]]'''.
 # Set up your cPanel & WHM server. For more information, see [[CPanel/WHM#Adding_a_cPanel_Server|Adding a cPanel Server]].
-# Go to '''Setup > Automation Settings'''.
+# Go to '''Setup > [[Automation Settings]]'''.
 # Disable '''Enable Suspension''' and '''Enable Termination'''. You can reenable these settings after the import process.
 # Go to '''Utilities > cPanel/WHM Import'''.
@@ Line 43: / Line 43: @@
 ===Import Failed===
-This error occurs when an account cannot be assigned to a package because the package does not exist in WHMCS. Before importing, make sure to set up all of the packages for the accounts you will import.  To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0,  '''Setup > Products/Services > Products/Services''', click '''Edit''', and, in the '''Module Settings''' tab, enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab.
+This error occurs when an account cannot be assigned to a package because the package does not exist in WHMCS. Before importing, make sure to set up all of the packages for the accounts you will import.  To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0,  '''Setup > Products/Services > Products/Services''', click '''Edit''', and, in the '''Module Settings''' tab, enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab.
 ===No Accounts Found===
@@ Line 49: / Line 49: @@
 This error indicates that WHMCS cannot connect to your server.
-If your server requires an SSL connection, enable '''Secure''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''. Then, try again.
+If your server requires an SSL connection, enable '''Secure''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Servers]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''. Then, try again.
 If the problem persists, try creating a new account using WHMCS. If that also fails, see [[Troubleshooting Guide]].
@@ Line 55: / Line 55: @@
 ===Could not resolve host: (Code 6)===
-A Code 6 cURL error indicates that '''IP Address''' in the server configuration is empty. To resolve this, edit the server at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers''' and enter your server's IP address.
+A Code 6 cURL error indicates that '''IP Address''' in the server configuration is empty. To resolve this, edit the server at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Servers]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers''' and enter your server's IP address.

@@ Line 1: / Line 1: @@
 <div class="docs-alert-danger">
-<span class="title">Deprecated Functionality</span><br />
+We removed this feature in WHMCS 7.8. In WHMCS 7.8 and higher, use the [https://docs.whmcs.com/Server_Sync_Tool Server Sync Tool].
 </div>
-You can access the WHM Import Tool from the '''Utilities''' menu. This allows you to import all the domains from your existing cPanel & WHM servers.
+This feature allows you to import all the domains from your existing cPanel & WHM servers.
 ==Importing from cPanel & WHM==
@@ Line 10: / Line 11: @@
 <div class="docs-alert-danger">
 <span class="title">Important</span><br />
-You '''must''' perform '''all''' of these steps to ensure a complete import. Failure to do so may result in loss of data.</div>
+You '''must''' perform '''all''' of these steps to ensure a complete import. Failure to do so may result in loss of data.
 To import domains from cPanel & WHM:

@@ Line 1: / Line 1: @@
 <div class="docs-alert-danger">
 <span class="title">Deprecated Functionality</span><br />
-This functionality has been removed in WHMCS version 7.8+ and has been replaced by the [https://docs.whmcs.com/Server_Sync_Tool Server Sync Tool].
+This functionality has been removed in WHMCS version 7.8. In WHMCS 7.8 and higher, use the [https://docs.whmcs.com/Server_Sync_Tool Server Sync Tool].
 </div>
-The WHM Import Tool can be accessed using the Utilities menu.  This will allow you to import all the domains from your existing cPanel/WHM servers.  It can save hours of time and is very easy to use.  Here is how:
+You can access the WHM Import Tool from the '''Utilities''' menu. This allows you to import all the domains from your existing cPanel & WHM servers.
 ==Importing from cPanel & WHM==
-===Importing===
+<div class="docs-alert-danger">
-[[File:Whm_import.png|thumb|WHM Import List]]
+<span class="title">Important</span><br />
-#You must first ensure you have setup the server you wish to import accounts from in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''
+You '''must''' perform '''all''' of these steps to ensure a complete import. Failure to do so may result in loss of data.</div>
-#Next, go to '''Utilities > cPanel/WHM Import'''
-#Now choose the server you want to import accounts from in the dropdown box
+To import domains from cPanel & WHM:
-#A list of the accounts on that server will now be displayed
-#From here you can select the accounts you wish to import - it will highlight domains that already exist in your WHMCS system so you don't create duplicates - and you can select all the accounts in one go by clicking the checkbox in the header row
+# Go to '''Setup > Products/Services > Servers'''.
-#Then simply click the '''Import''' button at the bottom of the page an the accounts will be imported
+# Set up your cPanel & WHM server. For more information, see [[CPanel/WHM#Adding_a_cPanel_Server|Adding a cPanel Server]].
 ===Entering Client & Billing Data===
-Accounts created by the import process have their domains & usernames retrieved automatically from the server, as well as being assigned to the appropriate package and server within WHMCS.  But due to no billing details being stored in cPanel, initially all accounts will be set to free and you will then need to go through and update the imported domains with the appropriate pricing, billing cycles, next due dates and client information.
+The information cPanel & WHM stores is very limited. Importing requires some manual work, but the importable data, including the domain, username, server, and package, allows for all account management functions.
-Quite often you may find you need to move the domains around and group more than one domain to certain clients.  To do this, see the [[Products_Management#Moving_a_Product.2FService_to_another_Client|Moving a Product/Service to another Client]] article in the Products Management section. or [[Client_Management#Merging_Clients|Merging Clients]] in the Client Management section.
+To group domains with a single client, see [[Products_Management#Moving_a_Product.2FService_to_another_Client|Moving a Product/Service to another Client]] and [[Client_Management#Merging_Clients|Merging Clients]].
 ===Notes===
-In order to '''login to the client area''' for the first time, clients will need to use the password reset function to set a password. They will then be able to login as normal.
+Enabling '''Show only Domains with Status Mismatch''' displays cancelled, terminated, or fraudulent products that exist on the server. This allows a you to audit accounts that should not be online according to WHMCS but are still online on the server.
 ==Common Problems==
 ===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 (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0,  '''Setup > Products/Services > Products/Services''', click '''Edit''', and, in the '''Module Settings''' tab, enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab.
 ===No Accounts Found===
-Seeing this message suggests WHMCS in unable to connect to your server. If your server requires an SSL connection, ensure that '''Secure''' is checked at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''. Then, try again.
-If the problem persists try creating a new account on the account using WHMCS and if that fails please refer to our [[Troubleshooting Guide]] for what to do next.
+This error indicates that WHMCS cannot connect to your server.
 ===Could not resolve host: (Code 6)===
-Encountering a Code 6 cURL error indicates that the ''IP Address'' field in the server configuration is empty. To resolve this, edit the server at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers''' and complete the IP Address field with your server's IP address.

@@ Line 9: / Line 9: @@
 ===Preparation===
 *First you must enter the details of your cPanel server and packages into WHMCS. Please refer to [[CPanel/WHM#Adding_a_cPanel_Server|Adding a cPanel Server]]
-*Disable the ''Enable Suspension'' and ''Enable Termination'' settings under '''Setup > Automation Settings''' until the entire import process has been completed
+*Disable the ''Enable Suspension'' and ''Enable Termination'' settings under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' ('''Setup > Automation Settings''' prior to WHMCS 8.0) until the entire import process has been completed
 ===Importing===
 [[File:Whm_import.png|thumb|WHM Import List]]
-#You must first ensure you have setup the server you wish to import accounts from in '''Setup > Products/Services > Servers'''
+#You must first ensure you have setup the server you wish to import accounts from in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''
 #Next, go to '''Utilities > cPanel/WHM Import'''
 #Now choose the server you want to import accounts from in the dropdown box
@@ Line 38: / Line 38: @@
 ===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 '''Setup > Products/Services > Products/Services > Edit > Module Settings tab''', and enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab.
+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 (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0,  '''Setup > Products/Services > Products/Services''', click '''Edit''', and, in the '''Module Settings''' tab, enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab.
 ===No Accounts Found===
-Seeing this message suggests WHMCS in unable to connect to your server. If your server requires an SSL connection ensure the Setup > Products/Services > Servers > Edit > Secure checkbox is ticked and try again.
+Seeing this message suggests WHMCS in unable to connect to your server. If your server requires an SSL connection, ensure that '''Secure''' is checked at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''. Then, try again.
 If the problem persists try creating a new account on the account using WHMCS and if that fails please refer to our [[Troubleshooting Guide]] for what to do next.
 ===Could not resolve host: (Code 6)===
-Encountering a Code 6 cURL error indicates that the ''IP Address'' field in the server configuration is empty. To resolve, navigate to '''Setup > Products/Services > Servers > Edit''' and complete the IP Address field with your server's IP address.
+Encountering a Code 6 cURL error indicates that the ''IP Address'' field in the server configuration is empty. To resolve this, edit the server at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers''' and complete the IP Address field with your server's IP address.

← Older revision		Revision as of 12:20, 11 August 2019
Line 1:		Line 1:
		+	<div class="docs-alert-danger">
		+	<span class="title">Deprecated Functionality</span><br />
		+	This functionality has been removed in WHMCS version 7.8+ and has been replaced by the [https://docs.whmcs.com/Server_Sync_Tool Server Sync Tool].
		+	</div>
		+
	The WHM Import Tool can be accessed using the Utilities menu. This will allow you to import all the domains from your existing cPanel/WHM servers. It can save hours of time and is very easy to use. Here is how:		The WHM Import Tool can be accessed using the Utilities menu. This will allow you to import all the domains from your existing cPanel/WHM servers. It can save hours of time and is very easy to use. Here is how:

← Older revision	Revision as of 19:27, 15 June 2019
(No difference)

@@ Line 21: / Line 21: @@
 The information cPanel stores is very limited, for example it doesn't hold the clients name, the amount they pay or their next due date.  So importing does require some manual work too but what can be imported (domain, username, server & package) does mean that all the cPanel account management functions are possible from WHMCS, for example Suspend/Unsuspend/Terminate/Upgrades/Downgrades & Password Resets.
-Accounts created by the import process have their domains & usernames retrieved automatically from the server, as well as being assigned to the appropriate package and server within WHMCS.  But due to no billing details being stored in cpanel, initially all accounts will be set to free and you will then need to go through and update the imported domains with the appropriate pricing, billing cycles, next due dates and client information.
+Accounts created by the import process have their domains & usernames retrieved automatically from the server, as well as being assigned to the appropriate package and server within WHMCS.  But due to no billing details being stored in cPanel, initially all accounts will be set to free and you will then need to go through and update the imported domains with the appropriate pricing, billing cycles, next due dates and client information.
 Quite often you may find you need to move the domains around and group more than one domain to certain clients.  To do this, see the [[Products_Management#Moving_a_Product.2FService_to_another_Client|Moving a Product/Service to another Client]] article in the Products Management section. or [[Client_Management#Merging_Clients|Merging Clients]] in the Client Management section.