Migration Guide - Revision history

John: /* ImportAssist */

2024-05-24T07:31:35Z

‎ImportAssist

John: /* ImportAssist */

2024-05-24T07:31:12Z

‎ImportAssist

SarahK: /* Adding Domains */

2022-04-18T16:03:35Z

‎Adding Domains

SarahK: /* Adding Services */

2022-04-18T16:00:53Z

‎Adding Services

SarahK: /* Adding Clients */

2022-04-18T15:52:34Z

‎Adding Clients

SarahK: /* Server Sync Tool */

2022-04-18T15:51:34Z

‎Server Sync Tool

SarahK: /* cPanel & WHM Import Script */

2022-04-18T15:47:52Z

‎cPanel & WHM Import Script

DanR: /* Adding Domains */

2021-03-09T14:25:55Z

‎Adding Domains

John at 16:37, 17 August 2020

2020-08-17T16:37:53Z

John at 17:34, 12 June 2020

2020-06-12T17:34:20Z

@@ Line 10: / Line 10: @@
 * WHMCS Version 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
-* Blesta Version 2.x, 3.x, 5.x
+* Blesta Version 2.x, 3.x, 4.1, 5.x
 * ClientExec Version 5.3+
 * HostBill 2016 Version

@@ Line 10: / Line 10: @@
 * WHMCS Version 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
-* Blesta Version 2.x, 3.x
+* Blesta Version 2.x, 3.x, 5.x
 * ClientExec Version 5.3+
 * HostBill 2016 Version

@@ Line 62: / Line 62: @@
 To add a domain without a product:
-#On the Client Summary page, click the  '''Add New Order''' link in the '''Actions''' panel. The system will preselect the client.
+# In the '''[[Clients:Summary Tab|Summary]]''' tab in the client profile, click the  '''Add New Order''' link in the '''Actions''' panel. The system will preselect the client.
-# Now you need to fill out the rest of the form, beginning with choosing the payment gateway for future invoices to use by default.
+# Fill out the rest of the form, beginning with choosing the payment gateway for future invoices to use by default.
-#Select '''Active''' from the '''Order Status''' menu.
+# Select '''Active''' from the '''Order Status''' menu.
-#Deselect the checkboxes for sending an order confirmation and generating an invoice. This will ensure that the client is not emailed about the order you are adding and no invoice is raised.
+# Deselect the checkboxes for sending an order confirmation and generating an invoice. This will ensure that the client is not emailed about the order you are adding and no invoice is raised.
-#Select '''Registration''' for the domain registration type. The domain fields will then be shown.
+# Select '''Registration''' for the domain registration type. The domain fields will then be shown.
-#Enter the domain in the '''Domain''' field.
+# Enter the domain in the '''Domain''' field.
-#Choose the number of years you want to invoice the client for at the time of renewal.
+# Choose the number of years you want to invoice the client for at the time of renewal.
-#Select any addons that the user has for their domain such as DNS Management.
+# Select any addons that the user has for their domain such as DNS Management.
-#Now, click '''Submit''' to add the order to WHMCS. The system will display the order details page, which will summarise the details of the order you added.
+# Click '''Submit''' to add the order to WHMCS. The system will display the order details page, which will summarise the details of the order you added.
+# Click '''Domain''' in the '''Item''' column to check whether the next due date, expiry date, and registrar settings are correct. Make any necessary updates and then click '''Save Changes'''.

@@ Line 45: / Line 45: @@
 Once you have added the clients, you can proceed to add their services (such as hosting accounts).  Perform the following steps for each client:
-#On the Client Summary page, click "Add New Order" in the "Actions" panel.
+# In the '''[[Clients:Summary Tab|Summary]]''' tab in the client profile, click '''Add New Order'''. The system will preselect the client.
-#The system will preselect the client. Fill out the rest of the form, beginning with choosing the payment gateway you want their future invoices to use.
+# Fill out the rest of the form, beginning with choosing the payment gateway you want their future invoices to use.
 # Choose the applicable product or service and the billing cycle.
-# If the service has an associated domain name, enter it in the textbox. If you also control the domain name registration, select "Register" on the domain section below and choose any addons the user has for their domain.
+# If the service has an associated domain name, enter it in the textbox.
-#Deselect the boxes for ''Order Confirmation'' and ''Generate Invoice''. This will ensure that the system doesn't email the client about the order you are adding.
+# If you also control the domain name registration, select ''Register'' on the domain section below and choose any addons the user has for their domain.
-#Select Active from the Order Status menu. Then, click Submit to add the order to WHMCS.
+# Deselect the boxes for '''Order Confirmation''' and '''Generate Invoice'''. This will ensure that the system doesn't email the client about the order you are adding.
 The system will display the order details page, which will summarise the details of the order you added.
-As the final step, go into the service details and set the correct next due date. To do this from the order details page, click on the link in the "Item" column of the items ordered. This will take you to the service details page. From there, you can edit the next due payment date. For hosting accounts, select the correct server and enter the username for the account to allow WHMCS to perform suspensions and terminations.
+As the final step, go into the service details and set the correct next due date. To do this from the order details page, click on the link in the '''Item''' column of the items ordered. This will take you to the service details page. From there, you can edit the next due payment date. For hosting accounts, select the correct server and enter the username for the account to allow WHMCS to perform suspensions and terminations.
 ===Adding Domains===

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 To manually import your clients, use the following steps for each client:
-#Go to Clients > Add New Client.
+#Go to '''Clients > Add New Client'''.
 #Fill out the client details. You must provide, at least, the first and last names, email address, and password.
-#Optionally, deselect the checkbox to send a New Account Information Message.
+#Optionally, deselect the checkbox to send a '''New Account Information Message'''.
-#Click Add Client.
+#Click '''Add Client'''.
 You have now finished adding your client. However, the system will not automatically notify your client that you added them. You can now add the applicable items to their account in the section below.

@@ Line 18: / Line 18: @@
 ==Server Sync Tool==
-<div class="docs-alert-info">This section refers to a new feature in WHMCS 7.8. To import services from a cPanel & WHM server when using WHMCS 7.7 and older, see the cPanel & WHM Import section below.</div>
+In WHMCS 7.8 and later, you can compare and sync details from cPanel, Plesk and DirectAdmin servers using the '''[[Server Sync Tool]]''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Servers]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''.
-In WHMCS 7.8, we've introduced a new Server Sync Tool that can compare and sync details from cPanel, Plesk and DirectAdmin servers. This is particularly useful for performing an initial import when first starting with WHMCS, but you can also use it for other purposes, such as identifying and importing missing domains, syncing usernames and package information, and terminating inactive domains.
+This is particularly useful for performing an initial import when first starting with WHMCS, but you can also use it for other purposes, such as identifying and importing missing domains, syncing usernames and package information, and terminating inactive domains.
 ==cPanel & WHM Import Script==

@@ Line 26: / Line 26: @@
 ==cPanel & WHM Import Script==
-When using WHMCS 7.7 or older, you can access the WHM Import Tool using the Utilities menu.  This will allow you to import all the domains from your existing cPanel & WHM servers. For more information and steps, see [[CPanel/WHM_Import|CPanel/WHM Import]].
+In WHMCS 7.7 or older, you can import all of the domains on your existing cPanel & WHM servers using the tools at '''Utilities > [[CPanel/WHM_Import|WHM Import Tool]]'''.
 ==Manual Entry==

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 We understand that the majority of companies already have a billing system in place to manage their hosting clients and worry about the difficulties of switching to a new billing system. With that in mind, we provide the following guides and automation scripts in order to make importing easy.
-<html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small>Contact our professional services team to discuss our migration services.</small></em><span class="button">Services</span></a></html>
+<html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small><b>Migration Services:</b> Contact our team to discuss our migration services.</small></em><span class="button">Services</span></a></html>
 ==ImportAssist==

← Older revision		Revision as of 17:34, 12 June 2020
Line 1:		Line 1:
	We understand that the majority of companies already have a billing system in place to manage their hosting clients and worry about the difficulties of switching to a new billing system. With that in mind, we provide the following guides and automation scripts in order to make importing easy.		We understand that the majority of companies already have a billing system in place to manage their hosting clients and worry about the difficulties of switching to a new billing system. With that in mind, we provide the following guides and automation scripts in order to make importing easy.
		+
		+	<html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small>Contact our professional services team to discuss our migration services.</small></em><span class="button">Services</span></a></html>

	==ImportAssist==		==ImportAssist==