Importing from WHMCS

Easily move from WHMCS into Upmind. We go through our step by step importer and show you what is needed.

What is WHMCS?

WHMCS is a self-hosted billing platform designed for hosting businesses. You can easily move from WHMCS into Upmind. Note that WHMCS can have many adjustments to databases or custom modules added. We do not import all of this data - we just get the core information we need in order to be able to effectively move your billing and client management to Upmind.

What can be imported?

Most core information from WHMCS can be imported into Upmind. This includes:

  • Staff users
  • Products
  • Promotions
  • Clients
  • Support tickets
  • Invoices
  • Payment methods
  • Affiliate accounts
  • Tickets

We automatically attempt to map data (e.g. servers, domains) where possible. If we cannot automatically map data then we will prompt you to create mappings in the interface.

Before you import

There are a few things to set up before you import from WHMCS.

Setting

Description

Brand Settings

Set up your brand name and basic address settings.

Tax Settings

Configure your tax settings if applicable

Web Servers and Domain Providers

Add your shared web servers and domain providers, if applicable, under Settings > Provision Configurations.

Payment Gateways

Add your payment gateways under Settings > Payment Providers

Setting up WHMCS Access

Create WHM API Credentials

Our WHMCS importer uses the WHMCS API credentials to get data.

First, click API credentials under the settings menu.First, click API credentials under the settings menu.

First, click API credentials under the settings menu.

Click the API Roles tab and then click `Create API Role`Click the API Roles tab and then click `Create API Role`

Click the API Roles tab and then click Create API Role

You now need to create an API role that has all permissions. If you like, you can tick all of the check boxes under all of the menu items on the left. Alternatively you can search for any allow only the following API commands:

API Command

GetTicketUsers

GetClients

GetClientsDetails

GetAffiliates

GetAdminUsers (see note below)

GetTickets

GetInvoices

GetCurrencies

GetProducts

GetOrders

GetTLDPricing

GetClientsDomains

GetClientsProducts

GetInvoice

GetTicket

GetPayMethods

GetClientGroups

GetSupportDepartments

GetConfigurationValue

Once done, hit 'Save'.

Give the API user all permissions.Give the API user all permissions.

Give the API user all permissions.

GetAdminUsers API Functionality

We need access to the API call 'GetAdminUsers' which sometimes does not appear in the list above. If you get an error saying that this is not enabled, you need to associate it manually. Go into your database and the table tblapiroles and add getadminusers to the array.

Now go back to the first API Credentials tab and click 'Create New API Credential'

Click 'Create New API Credential'Click 'Create New API Credential'

Click 'Create New API Credential'

Select the API role you created and an admin user, then hit 'Generate'.Select the API role you created and an admin user, then hit 'Generate'.

Select the API role you created and an admin user, then hit 'Generate'.

Make a copy of your Service Identifier and Secret.

Whitelist our API IPs

You also need to whitelist the IP addresses shown in step 3 below in your WHMCS settings.

This is done through Settings -> General Settings. Then click the 'Security' tab. You need to enter our IP addresses under 'API IP Access Restriction'.

IP Addresses to add

54.246.211.116

52.48.214.19

34.250.219.217

Click 'Add IP' to allow the Upmind IPs.Click 'Add IP' to allow the Upmind IPs.

Click 'Add IP' to allow the Upmind IPs.

If you use Cloudflare or another proxy for your WHMCS

If your website is behind a proxy server (for instance Cloudflare) or behing a load balancer, then you need to make sure you have followed the below setup.

https://docs.whmcs.com/Trusted_Proxy_Settings

Setting up the Upmind Import from WHMCS

In Upmind, navigate to Settings, then Import

Now click 'Create New Import' and choose 'WHMCS'. Hit 'Add New Credentials'.

Enter your WHMCS API credentials into Upmind like so.Enter your WHMCS API credentials into Upmind like so.

Enter your WHMCS API credentials into Upmind like so.

Once you hit Save, your credentials will be tested. If the credentials are invalid, you will see an error and you can correct your data.

Once the data is added you can click 'Create Import'

Running through the import

📘

Note

You can leave the import running and return to the screen at any point. No data will be lost and the import will not be interrupted.

You will now see a screen that looks as follows. Click 'Start Import;

The import will start in progress and we will begin the data export behind the scenes. As you can see we import data in order.

Products

Once the first import set is done you will see the following happen. You will see an orange notification with the label 'Mappings required'

You will see 'mappings required'You will see 'mappings required'

You will see 'mappings required'

Expanding this allows you to see the groups that need mapping.Expanding this allows you to see the groups that need mapping.

Expanding this allows you to see the groups that need mapping.

This is category mapping. If you have set up Upmind categories under Settings > Products and Service you can map that here. This is entirely optional.

Choose a category you wish to map your imported category to.Choose a category you wish to map your imported category to.

Choose a category you wish to map your imported category to.

One mapped it will show like this.One mapped it will show like this.

One mapped it will show like this.

Once done you can click 'Confirm mapping(s) and continue'

Once done you can click 'Confirm' to move to the next step.Once done you can click 'Confirm' to move to the next step.

Once done you can click 'Confirm' to move to the next step.

The products will now import

You can see progress in the progress bar.You can see progress in the progress bar.

You can see progress in the progress bar.

Once imported the data will show in a list and you can click to view a the imported data. You cannot edit the staged data but you can preview it.

A list of all imported productsA list of all imported products

A list of all imported products

A preview of a staged imported productA preview of a staged imported product

A preview of a staged imported product

This process continues for the remainder of the import sections.

Users

We automatically map users with the same email address on the system.

The mappings required map levels of permissions which you can set up under User Roles.

Clients

This exports your client database and imports it to Upmind. This may take some time. You can leave it to run in the background.

You will be given the option to map custom fields. You can create upmind custom fields in the settings panel.

Mapping options for custom fields on the client import.Mapping options for custom fields on the client import.

Mapping options for custom fields on the client import.

Once clients records are imported you can go to a client profile and view their staged information.

Viewing staged imported dataViewing staged imported data

Viewing staged imported data

Affiliate Accounts

This imports activated affiliate accounts. Note that we take affiliate activations and balances, but we do not export any affiliate links or ongoing referrals. These will need to be added manually.

Client Payment Details

You will need to map payment providers with ones you have added in the system.

Contracts

This is the current subscription and client product data. You will need to map provision configurations (servers, suppliers, domain registrars)

Tickets

This imports WHMCS support tickets. You can optionally map support ticket departments.

Previewing Data

Once data has been mapped, you can preview it. You cannot modify data in preview mode, and the clients cannot log in. This preview mode allows you to test the imported data and ensure it is correct before committing.

If you see any errors you can cancel the import at this point.

Committing data

You can commit data once you are happy with the staged import.

Best practices for import

Obviously, you want to avoid data being out of sync during an import, so we recommend the following process:

Prior to the import, add any servers, domain providers, and payment gateways into Upmind in advance.

  1. Back up your WHMCS install before any import. We only use GET requests but this is always good practice!
  2. Turn off any WHMCS crons and put WHMCS into maintenance mode.
  3. Run the import
  4. Once happy, you can take your WHMCS offline.

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