Matt Wade Posted December 12, 2008 Share Posted December 12, 2008 I am attempting to identify everything that will not be imported via the Modernbill import script. I simply have too many clients to be worrying about doing things manually, so I need to make sure I can automate everything. Here's the items I've found so far. 1. Credit Cards. I think everyone knows about this one. 2. Add-ons. I'm going to have to investigate how to solve this one. I don't have a whole lot of clients using add-ons so I might be able to get away with dealing with this one manually. 3. Credits. Man, this is a big one for the import script to miss out on. I can run SQL scripts to determine the credit amount in Modernbill and can then interface with WHMCS via the API and update this, so this should be under control. Those are what I've come across so far. I'm going to be testing more to see if I have missed anything. If you know of something I've missed, please post here. It would be nice to have a complete listing of the things that the import script doesn't handle. I also plan (with the permission of management) to release the scripts that I come up with that handles these missing items. One last thing I'd like input on. Any good ideas on how to match up a client from Modernbill to WHMCS? The import to WHMCS assigns new client ids, so I can't use that. My next thought was to use the email address, but unfortunately I tweaked Modernbill to allow clients to use the same email address on multiple accounts. I only have a handful of users that did this though, so I might be able to just temporarily change the email address on accounts so things match up. Any thoughts? 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted December 12, 2008 Share Posted December 12, 2008 The only problem we had was regarding domain names; not all of them were imported. But that was ModernBill's fault for not creating them all correctly. 0 Quote Link to comment Share on other sites More sharing options...
whmfan Posted December 27, 2008 Share Posted December 27, 2008 The only problem we had was regarding domain names; not all of them were imported. But that was ModernBill's fault for not creating them all correctly. What is it that needs to be done in Modernbill so that all the domain names can be imported? 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted December 27, 2008 Share Posted December 27, 2008 It's been so long since we used MB that I'm afraid I can't remember. It's honestly so much easier to add the missing domains in WHMCS than trying to fix MB! 0 Quote Link to comment Share on other sites More sharing options...
Matt Wade Posted December 27, 2008 Author Share Posted December 27, 2008 FYI...I had no problem with the domain names being imported using the latest import script. 0 Quote Link to comment Share on other sites More sharing options...
Damo Posted December 27, 2008 Share Posted December 27, 2008 On a trial import my domain names didn't come across as domains, they appeared as regular packages. I'd been using MB for years and the package in MB was called 'Domain Registrations and Renewals'. The import script looks for 'Domain Registrations' and after renaming it in MB it worked perfectly. 0 Quote Link to comment Share on other sites More sharing options...
John Larsen Posted December 31, 2008 Share Posted December 31, 2008 Hello, Im currently looking to migrate hundreds of clients from mb4 to whmcs. Is there any documentation regards to initial setup before doing an import? For example, do we need to setup the products with matching names so that when clients are imported they are tied to correct products? What all should be setup before starting the import? Also what about existing outstanding invoices? Is there a way to work around getting credit cards imported too? I saw a thread somewhere that it is possible. Thanks! -John 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted January 1, 2009 WHMCS CEO Share Posted January 1, 2009 You don't need to setup products before running the import as the import script will create the products that you have in MB. So you should just install WHMCS, setup the general & automation settings, and then run the import. Then you will configure your products/services in WHMCS afterwards. Outstanding invoices will be imported as due also. There's no problems getting credit cards imported, but that's not something you can do yourself with the import script as it's not a straightforward DB to DB copy. We offer it as a service for $50 which you can arrange via ticket. Matt 0 Quote Link to comment Share on other sites More sharing options...
Damo Posted January 15, 2009 Share Posted January 15, 2009 I've run into an issue with the import/setup but suspect it may be in how I have configured WHMCS. All my products in MB were ex tax listed and all clients set to have tax applied. In WHMCS all new packages are being created and tax being applied, however, any packages imported from MB are not getting tax applied. Can anyone suggest where I could be looking to make sure that it's set correctly? Apart from this I'm all set (and well truly ready) to do the swap over and get WHMCS to import the card details so that I'm running live with it. 0 Quote Link to comment Share on other sites More sharing options...
Damo Posted January 24, 2009 Share Posted January 24, 2009 I had this one answered via a ticket. I just had to set each product as taxable. A single SQL statement did the trick. 0 Quote Link to comment Share on other sites More sharing options...
acenetryan Posted March 28, 2009 Share Posted March 28, 2009 I've been prepping our migration from MB and so far everything looks like it comes over alright. I do notice that one thing which does not come over are the "Comments" that are added to a client's account. I'm referring specifically to MBv4.4.x. Comments added in the middle of the page are added as "Client Notes" and are added to the event_log table. If I'm mistaken and someone could point me to where they are imported to within WHMCS, I'd appreciate it. Though, it wouldn't surprise me if these client notes intentionally didn't import over, MB dumps tons of package log details to this table in addition to client notes. Not the best way to handle "Comments" IMO and our event_log table has nearly 900,000 entries in it. 0 Quote Link to comment Share on other sites More sharing options...
acenetryan Posted March 29, 2009 Share Posted March 29, 2009 Any good ideas on how to match up a client from Modernbill to WHMCS? The import to WHMCS assigns new client ids, so I can't use that. Invoice IDs remain consistent between the two billing systems. You could use that as a basis to match clients between the two. 0 Quote Link to comment Share on other sites More sharing options...
moonsoft Posted March 31, 2009 Share Posted March 31, 2009 I would like to know HOW credit cards are imported from Modernbill (v5.6.x) I don't want to have to pay someone to do it for me, this is not something anyone else should ever have access to, and I have contracts for some very important clients, that I would be VIOLATING if they were able to access this data. if someone could point out what needs to be done etc.. I would be very grateful. 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted March 31, 2009 Share Posted March 31, 2009 I believe only WHMCS themselves can import credit card data. If you trust them with your billing system then you can trust them with the task of importing cc information 0 Quote Link to comment Share on other sites More sharing options...
solokron Posted June 5, 2009 Share Posted June 5, 2009 Hello Matt, Thank you for your support! Does the import script for MB4 still have difficulty with client accounts which have apostrophes in their names? You don't need to setup products before running the import as the import script will create the products that you have in MB. So you should just install WHMCS, setup the general & automation settings, and then run the import. Then you will configure your products/services in WHMCS afterwards. Outstanding invoices will be imported as due also. There's no problems getting credit cards imported, but that's not something you can do yourself with the import script as it's not a straightforward DB to DB copy. We offer it as a service for $50 which you can arrange via ticket. Matt 0 Quote Link to comment Share on other sites More sharing options...
solokron Posted June 10, 2009 Share Posted June 10, 2009 I take the lack of response as a no? Hello Matt, Thank you for your support! Does the import script for MB4 still have difficulty with client accounts which have apostrophes in their names? 0 Quote Link to comment Share on other sites More sharing options...
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