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CSV Import Utility

ramf shared this idea 2 months ago
Under Consideration

Hi,

Please add a CSV Import Utility that will be used to import accounts (customers) + products + new orders.

Any way - having a way to use CSV to import accounts and other basic information to WHMCS is very needed.

Regards,

Ram

Comments (2)

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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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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