Jump to content
melotel

Importing Clients from CSV

Recommended Posts

I am helping an organization move from their offline spreadsheet billing system to WHMCS. They have all their client data in a spreadsheets. So I am wondering if anyone has any clear instructions for the best way to inject client profiles into the DB or WHMCS or know of any plugins that make this easier when coming from CSV.

Share this post


Link to post
Share on other sites

Quick search didn't find a module in the marketplace or like a thread here but didn't go to deep in the results.   Would say not to muck with the default database tables directly and in 8 that changes anyhow with users and a client not having a user could be an issue.  An addon module should be able to do this with csv parsing and API calls. 

Share this post


Link to post
Share on other sites

I've had the same issue and tried finding some code samples for just using the API to import them but no such luck.

Share this post


Link to post
Share on other sites
11 hours ago, blakeh said:

tried finding some code samples for just using the API to import them but no such luck.

I have made this script for importing products: 

 

That should give you a good sample which you can rewrite. Regarding adding clients, I wouldn't recommend a manual CSV import via phpMyAdmin, because you need to import data not only in tblclients, but also in tblusers. And you can't set the password via a MySQL import. Use the AddClient API instead.

Share this post


Link to post
Share on other sites
5 hours ago, string said:

I have made this script for importing products: 

 

That should give you a good sample which you can rewrite. Regarding adding clients, I wouldn't recommend a manual CSV import via phpMyAdmin, because you need to import data not only in tblclients, but also in tblusers. And you can't set the password via a MySQL import. Use the AddClient API instead.

Thanks, I'll take a look. I was planning on using the AddClient API.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Recently Browsing   0 members

    No registered users viewing this page.

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated