How to import data from WHMCS
The WHMCS Importer plugin available in Clientexec helps you to import your clients, packages, invoices, tickets, and servers from a WHMCS 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 WHMCS 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.
The WHMCS importer has been tested with WHMCS 8.x though may be compatible with other versions.
Steps :
Before importing, please first make sure to set your default currency, as the imported data will use that currency. You can set your default currency in Settings > Billing > Currencies. Check the checkbox of the currency you want to set as default, and then press the Set Default button to save the changes. If you change this after importing, the imported data will not be updated to use that currency.
Login to your Clientexec installation, and navigate to Setting > Utilities > Import Data > WHMCS
Before proceeding please generate a backup of both your WHMCS database and Clientexec database giving you the ability to revert back in the event of an issue.
Please note that any package with "Collections" status in WHMCS will be set as "Active" status in Clientexec, and any invoice with "Collections" status in WHMCS will be set as "Unpaid" status in Clientexec, so change the status of those items in WHMCS if required before importing.
The values requested by the importer can be obtained from the configuration.php file located on your WHMCS root directory.
To continue using your current Paypal Subscriptions, at the beginning of the .htaccess file, add the following:
This redirect may need to be adjusted depending on your path to paypal.php in your WHMCS and your Clientexec installation directory.
You are all set! This will import all the clients, packages, invoices, tickets, and servers from your WHMCS installation.
As of Clientexec 6.7.0, we now support importing your WHMCS from the Command-line interface (CLI). This is helpful for larger imports that timeout while using the UI method above.
To import using this method, you would need to connect to your site using SSH (PuTTY is a good tool for this.) and then navigate to your_clientexec_directory/plugins/import/whmcs and then run:
replacing:
db host with your whmcs database host.
db username with your whmcs database username.
db password with your whmcs database password
db port with your whmcs database port
cc encryption hash with the cc encryption has from your whmcs.
This information can be found in your whmcs configuration file.
New in 6.6.1: The WHMCS importer has been updated to import invoice transactions!
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 WHMCS 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.
The WHMCS importer has been tested with WHMCS 8.x though may be compatible with other versions.
Steps :
Before importing, please first make sure to set your default currency, as the imported data will use that currency. You can set your default currency in Settings > Billing > Currencies. Check the checkbox of the currency you want to set as default, and then press the Set Default button to save the changes. If you change this after importing, the imported data will not be updated to use that currency.
Login to your Clientexec installation, and navigate to Setting > Utilities > Import Data > WHMCS
Before proceeding please generate a backup of both your WHMCS database and Clientexec database giving you the ability to revert back in the event of an issue.
Please note that any package with "Collections" status in WHMCS will be set as "Active" status in Clientexec, and any invoice with "Collections" status in WHMCS will be set as "Unpaid" status in Clientexec, so change the status of those items in WHMCS if required before importing.
The values requested by the importer can be obtained from the configuration.php file located on your WHMCS root directory.
To continue using your current Paypal Subscriptions, at the beginning of the .htaccess file, add the following:
Redirect 301 /modules/gateways/callback/paypal.php /plugins/gateways/paypal/callbackRedirect.phpThis redirect may need to be adjusted depending on your path to paypal.php in your WHMCS and your Clientexec installation directory.
You are all set! This will import all the clients, packages, invoices, tickets, and servers from your WHMCS installation.
Other Method To Import:
As of Clientexec 6.7.0, we now support importing your WHMCS from the Command-line interface (CLI). This is helpful for larger imports that timeout while using the UI method above.
To import using this method, you would need to connect to your site using SSH (PuTTY is a good tool for this.) and then navigate to your_clientexec_directory/plugins/import/whmcs and then run:
php cli.php 'db host' 'db name' 'db username' 'db password' 'db port' 'cc encryption hash'replacing:
db host with your whmcs database host.
db username with your whmcs database username.
db password with your whmcs database password
db port with your whmcs database port
cc encryption hash with the cc encryption has from your whmcs.
This information can be found in your whmcs configuration file.
New in 6.6.1: The WHMCS importer has been updated to import invoice transactions!
If you experience any issues while migrating to Clientexec feel free to send an email to [email protected] for assistance.
Updated on: 04/10/2023
Thank you!