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Importing clients into new setup


jrnetwork

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I'm looking at purchasing another full license for a client who wants to use the system to manage their memberships (I'm assuming the product can be used for this, and not just web-stuff?).

 

I have two questions.

 

If I have a list of their clients in csv format, and I able to import that list into the WHM system once it's all set up?

 

Secondly, can the system be setup to bill every 3 years... I see that "bienniely" is the last option in the billing section.

 

Thanks.

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  • WHMCS CEO

I believe I already answered your questions in this thread via the ticket you opened. :)

 

For the CSV file, every CSV file is in a different format so there's no generic importer but just open a ticket and I'll give you a quote for writing one for your CSV file.

 

Matt

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