bear 213 Posted February 9, 2022 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. 0 Quote Share this post Link to post Share on other sites
WHMCS John 242 Posted February 15, 2022 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 0 Quote Share this post Link to post Share on other sites
bear 213 Posted February 15, 2022 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? 0 Quote Share this post Link to post Share on other sites
WHMCS John 242 Posted February 15, 2022 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. 0 Quote Share this post Link to post Share on other sites
bear 213 Posted February 15, 2022 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? 0 Quote Share this post Link to post Share on other sites
WHMCS John 242 Posted February 15, 2022 Exactly, it's impractical to do a bulk import without ImportAssist. It is possible to add one client account's worth of data by hand. 0 Quote Share this post Link to post Share on other sites
bear 213 Posted February 15, 2022 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. 0 Quote Share this post Link to post Share on other sites
Md Rasel Khan 2 Posted March 5 To import around 7k clients, I build a simple node js application. Just convert your CSV file to a JSON file. You may use this site: https://www.convertcsv.com/csv-to-json.htm Here is the Git repository link: https://github.com/immdraselkhan/whmcs-clients-import 0 Quote Share this post Link to post Share on other sites