How can we improve WHMCS?

Share, discuss and vote for what you would like to see added to WHMCS

  1. Home
  2. Ideas
  3. Other
  4. CSV Import Utility for third party imports.

CSV Import Utility for third party imports.



38 Votes
Login to Vote
It would be great if we could have some generic import scripts for new customers / those migrating from other platforms for which a specific set of import tools doesn't already exist (Parallels' stable of billing panels for one).

If we can have a set of tools which are supported and import from a "known format" into the WHMCS system that would be great (ie bulk import tools I guess)

The ability to import clients, transactions, domains, services, etc all from csv (that way we just get the Excel / XML / etc data which we know and then don't have to mess around potentially breaking whmcs's databases importing it by hand.

Similar I guess to the way we import from a relatively known format into Sage, SugarCRM or any other database backed tool .... csv file in, agree some mappings (or as previously noted, a "known format" goes in) and the back end whmcs is updated.

Whether we're importing 5,000 domains, 500 customers or 50,000 subscriptions from "another system" ... it would be great if we didn't have to reverse engineer the whmcs database to do it.

Original Forum Request:
http://forums.whmcs.com/showthread.php?63034-Bulk-Import-Tools
Merged Ideas
    Add ability to import pricing via CSV
    Pretty self explanatory. Starting a new company and have hundreds of products to add and for each of those, i'm offering monthly, quarterly and annual payment options. I have the pricing in Excel and would love to be able to import it all by converting it to a CSV file.

12 Comments

Login to post a comment.

Julian M commented 30th January 19
I'm still amazed that a tool like WHMCS does not support as standard, customers moving from other systems. It is very common now for customers to have existing domains, and in come case, with the new TLDs, 10, 20, 50, 100 etc domains. As a minimum WHMCS should support mass importing of existing client domains.
Daniel Eriksson commented 8th December 16
Importing from csv file should be prio to get working should be a nice thing and do some of our work easier.
Steve Kemp commented 18th October 16
even a csv based import tool of some form would be good.
Tamouh commented 28th July 16
Must have in v7 , its very trivial and makes migrations alot easier from alot of applications. This is a great value to WHMCS, it should not be missed!
ramf commented 25th April 15
Hi,
This is something very basic...

WHMCS - can we get your comment on this issue?

Do you really think that it's still an open discussion?


Thanks,
Ram
Richard Penna commented 21st February 15
Setting up my first WHMCS installation and disappointed such an IMPORTant feature is missing. See what I just did there?

Come on WHMCS make a CSV import tool happen in v6.

cheers!
Grace Naomi commented 3rd February 15
I am also looking forward to having this feature! please ;-)
Nathan Hilton commented 25th September 14
What system did you use before WHMCS? WHMCS has many import scripts for other billing systems such as ClientExec, Modernbill & Kayako
marieneige commented 17th September 14
I have 3000 tld to enter manually, in 2014 I would think there would be a way to import it!
Shane Board commented 13th May 13
This is actually a feature that is stopping some people from moving to WHMCS and I know this as I have a business acquaintance who is waiting to move to WHMCS but can't until all their clients can be migrated across.

I really hope this one is developed!
ramf commented 7th February 13
maybe this will help?

https://www.whmcs.com/appstore/223/CSV-Import-and-Update.html
Donna Lever commented 5th February 13
no idea why this has been missing for so long - a text import utility should be available for
1. clients
2. product/services
3. domains
4. payments