How to import data from Blesta
The Blesta Importer plugin available in Clientexec helps you to import your clients, packages, invoices, tickets, etc from a Blesta installation.
This article will guide you on how to import that data using the importer plugin.
Before proceeding please generate a backup of both your Blesta database and Clientexec database giving you the ability to revert back in the event of an issue. Also, please first make sure to set your default currency, as the imported data will use that currency.
Login to your Clientexec installation, and navigate to Setting > Utilities > Import Data > Blesta
Click the "Download" link.
Upload the blesta2ce.php file to your Blesta root directory. For Example, if you have installed Blesta in the URL http://domain.com/billing on a cPanel server, the root directory would be /home/username/public_html/billing
Open the blesta2ce.php in a web browser, in this case http://domain.com/billing/blesta2ce.php and it will allow you to download a .csv.gz file.
Once downloaded, you should delete the blesta2ce.php from your Blesta root directory.
Navigate back to your Clientexec admin panel
You can now select the clientexec.csv.gz file that was downloaded from the blesta2ce.php and then click Import under Import Blesa Exported File section.
Currently this importer does not import data for the following:
Alt Accounts
Tax Rules
Settings
KB Categories
KB Articles
Canned Support Replies
Client Notes
Registrar Account Information
Client Groups
Package Email Templates
If you experience any issues while migrating to Clientexec feel free to send an email to [email protected] for assistance.
This article will guide you on how to import that data using the importer plugin.
Before proceeding please generate a backup of both your Blesta database and Clientexec database giving you the ability to revert back in the event of an issue. Also, please first make sure to set your default currency, as the imported data will use that currency.
Steps:
Login to your Clientexec installation, and navigate to Setting > Utilities > Import Data > Blesta
Click the "Download" link.
Upload the blesta2ce.php file to your Blesta root directory. For Example, if you have installed Blesta in the URL http://domain.com/billing on a cPanel server, the root directory would be /home/username/public_html/billing
Open the blesta2ce.php in a web browser, in this case http://domain.com/billing/blesta2ce.php and it will allow you to download a .csv.gz file.
Once downloaded, you should delete the blesta2ce.php from your Blesta root directory.
Navigate back to your Clientexec admin panel
You can now select the clientexec.csv.gz file that was downloaded from the blesta2ce.php and then click Import under Import Blesa Exported File section.
Currently this importer does not import data for the following:
Alt Accounts
Tax Rules
Settings
KB Categories
KB Articles
Canned Support Replies
Client Notes
Registrar Account Information
Client Groups
Package Email Templates
If you experience any issues while migrating to Clientexec feel free to send an email to [email protected] for assistance.
Updated on: 01/03/2023
Thank you!