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Import single user/account


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Is there a script out there that can import one account with all it's related data from another WHMCS installation? User, invoices, tickets and so on?
I know of import assist, but that is for importing everything from another instance or software, and AFAIK won't do one account only.

We will be merging two companies into one, but not everyone all at once (if possible), since some will want to discuss it within the old system before any move is undertaken.
I didn't have any luck finding anything like that.

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  • WHMCS Support Manager

Hi @bear,

Whilst we don't have a tool to import individual Client Accounts and history, it can be added manually by following these steps: https://docs.whmcs.com/Migration_Guide#Manual_Entry

The invoice history can then be re-generated by following these steps: https://docs.whmcs.com/Regenerating_Historical_Invoices

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Thanks, but the process is incredibly laborious (re-generate the first invoice ever, then apply payments incrementally for each period until current), and doesn't include tickets, notes and so on. Is there some reason this has never been a thing that was created, a single or just a few migrated clients via script? You already have the import assist, which can do this for all users. Why not have that so it can target one or more instead of all or nothing?

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  • WHMCS Support Manager

Hi @bear,

This is an occasional task, and there is a manual process to add the data if needed (albeit it time-consuming), so hasn't generated a level of demand for us to implement, ahead of other features yet.

The need to import all data from a source is much more common and impractical to do in bulk.

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A single user in the method you provided is more than time consuming, it's untenable in length and doesn't import anything at all. Recreating literally YEARS of invoices, one by one (including copy/paste of transactions), and none of the other data like tickets. Completely unworkable. 

32 minutes ago, WHMCS John said:

The need to import all data from a source is much more common and impractical to do in bulk

Confusing. Impractical to do in bulk? That's what import assist allegedly does, no? How is that impractical?

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42 minutes ago, WHMCS John said:

It is possible to add one client account's worth of data by hand

Just the account, products and invoices. No tickets and so on
So, just how involved would that be, for anyone interested? One client, 12 years with the company, monthly payments. 
Add client manually, then services, then domains. Start with oldest invoice, generate with old date. Find transaction for that, add in the details. Next invoice, same thing...roughly 144 times. 

I think you can see why I was hoping for better. 

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  • 1 year later...

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