WHMCS Feature Requests - CSV Import Utility for third party imports.

Richie commented 18th July 22

Hi Jon, WHMCS, any movement on this?

Elias Karamat commented 11th November 21

+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.

https://docs.woocommerce.com/document/product-csv-importer-exporter/

ramf commented 19th September 20

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

Official Response

WHMCS 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?

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 ;-)