+1 Would be nice to have the option to import products/services and customers into WHMCS using a CSV file (like woocommerce)
Renato Dayan
commented
14th October 21
This feature would be much appreciated. We have a few hundred clients we are setting up in WHMCS and doing manually is very time consuming. It would be great to have a csv to upload/upload existing customers.
Gavin Von Der Heyden
commented
9th August 21
This would be a very very helpful service as we are currently trying to load 50-100 new products and services and need to be able to do the on 2 sites.
Loading one product/service at a time will take very long even if you do use the duplicate service.
A very easy method used on woocommerce is just using their blank product csv or exporting a current list of products and then able to update and import new products .
This will also help with updating existing products where as you have 100+ products and need to update pricing you can use the csv import to update products on a mass scale .
Please see link as reference for easy import/export of existing products and adding new products.
Hi, Let's say I'm using an autoresponder system or maybe google forms or facebook form to get new customers leads and information. I can also offer such customers a trial product etc.
Now that I have the customer information I want to add them to WHMCS (i.e. open a new account for each one) and to also add the relevant trial product etc.
This could also work when getting a list of clients and products from an affiliate that "sold" the product and converted the customer - without using the limited affiliate system of WHMCS.
CSV is a very common file format and usually any program can export and import information using such a file.
Thanks! Ram
WHMCS Team Member
WHMCS John
commented
19th September 20
Hi Ram, Thanks for taking the time to submit your suggestion.
I'd be interested to hear how often an operating business has the need to import data from a CSV file. What is the scenario surrounding that?
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Loading one product/service at a time will take very long even if you do use the duplicate service.
A very easy method used on woocommerce is just using their blank product csv or exporting a current list of products and then able to update and import new products .
This will also help with updating existing products where as you have 100+ products and need to update pricing you can use the csv import to update products on a mass scale .
Please see link as reference for easy import/export of existing products and adding new products.
https://docs.woocommerce.com/document/product-csv-importer-exporter/
Let's say I'm using an autoresponder system or maybe google forms or facebook form to get new customers leads and information. I can also offer such customers a trial product etc.
Now that I have the customer information I want to add them to WHMCS (i.e. open a new account for each one) and to also add the relevant trial product etc.
This could also work when getting a list of clients and products from an affiliate that "sold" the product and converted the customer - without using the limited affiliate system of WHMCS.
CSV is a very common file format and usually any program can export and import information using such a file.
Thanks!
Ram
Thanks for taking the time to submit your suggestion.
I'd be interested to hear how often an operating business has the need to import data from a CSV file. What is the scenario surrounding that?