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Import Assit - What can you import?


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What can you import with import assist?

I have been using WHMCS for years, when I say years I am talking since the late 2000s.

I am installing WHMCS to start fresh as current installation has become a bit of a mess and the database is pretty bloated.

Does import assist give you the option of what data you can import? 

I only want to import clients and invoices and nothing else. 

When I tried to import it failed because it's telling me I have to install payment gateways that I will not be using on the new installation (Paypal basic and bank transfer).

Edited by jeffuk
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  • WHMCS Technical Analyst

 

37 minutes ago, jeffuk said:

What can you import with import assist?

For a complete list of which data and applications/versions WHMCS ImportAssist imports, visit:

https://docs.whmcs.com/ImportAssist#Supported_Scripts_and_Versions

37 minutes ago, jeffuk said:

Does import assist give you the option of what data you can import? 

I only want to import clients and invoices and nothing else. 

ImportAssist is not intended to be used as an ad hoc tool for partially importing data tables.   There is no method, to currently select / deselect associated data, eg. invoices, services, etc.   But, you are more than welcome to submit this as a Feature Request

However, currently, the exact data that ImportAssist will import, will depend on the source and destination platform / version.  For detailed information, please visit:

https://docs.whmcs.com/ImportAssist#Supported_Scripts_and_Versions

37 minutes ago, jeffuk said:

When I tried to import it failed because it's telling me I have to install payment gateways that I will not be using on the new installation (Paypal basic and bank transfer).

Yes, this will need to be set up initially, on the destination system.  After the import, it may then be possible to migrate these to another payment gateway.  For detailed steps, visit:

https://docs.whmcs.com/Migrating_Payment_Gateways

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