After import from WHM do I need to create orders?

[user22]

Hello everyone.

 

I am new to WHMCS and am in the process of setting it up having moved from a propriety system.

 

I have successfully imported clients and products from WHM using the cPanel/WHM Import Script. When I view a client profile in WHMCS I can see their products and domains but there are no related orders. The order number for all imported products is 0 - obviously because the auto-import script did not create any orders.

 

So I am unclear about how products and orders relate to each other and whether every product requires an accompanying order (particularly in the case of auto renewing products).

 

So my questions are:

 

1) Does each product/domain require an order to accompany it?

2) If yes, then what is the best way to accomplish this? I can't seem to add an order to an existing product. It seems I would have to manually create an order for each product but that pretty much defeats the purpose of the auto-import as I will have to go through each client and add everything manually.

3) Will a product or domain auto-renew successfully if there is no initial order (assuming the renewal date is set correctly on the Products tab)?

 

Sorry for asking such a basic question I just can't seem to find any exact info on this and the process of manual client entry (described here http://docs.whmcs.com/Importing_Data) does involve creating an order first before adding products.

 

Any info much appreciated!

[petemaster5000]

I have this same EXACT question.  anyone?

[WHMCS ChrisD]

Hi @petemaster5000

Thanks for your post, please refer to the WHM/cPanel import documentation https://docs.whmcs.com/CPanel/WHM_Import, in essence, you need to fill in the missing details manually via the admin area rather than via an order 

Quote

 

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.