> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Add Existing Domain Names to an Upmind Client Account

> If the customer already has a product or service that hasn't been billed in Upmind, this guide will show you how to add it to their account. Because domains have specific expiry dates and renewal dates, we'll guide you on synchronising the due dates after the import.

Utilise the **"Place new quick order"** feature to swiftly add a pre-existing product order to a client's account and store staff how to manage invoice settings for a client subscription. Here are the steps:

1. Go to **client’s area** and click **manage client**

2. **Place new quick order**

<Frame caption="Manage client > Place new quick order">
  <img src="https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d80772cef60c385e.png?fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=3739ee4027f85f1fa65db53b25363dc1" alt="Manage client > Place new quick order" data-og-width="794" width="794" data-og-height="640" height="640" data-path="images/fb/d80772cef60c385e.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d80772cef60c385e.png?w=280&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=62fb126b06f560d21968dc544267b521 280w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d80772cef60c385e.png?w=560&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=c7f0c2f03ce942747e5b12241bc2c790 560w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d80772cef60c385e.png?w=840&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=3e9e81e7d46576e00ab871651fc5acf6 840w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d80772cef60c385e.png?w=1100&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=e045a614fcc248d01d407b665f69da26 1100w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d80772cef60c385e.png?w=1650&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=49a2cdf297614831e792c7967134474a 1650w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d80772cef60c385e.png?w=2500&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=ae0ea2d649bc1d90373b8d749f9a4892 2500w" />
</Frame>

3. Click **add existing service**

4. Click **here** under the empty basket

<Frame caption="Select Add existing service > click here under Empty Basket">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/42b206ef32d5e164.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=60d488e6075ce8adc4e321dc15952f9d" alt="Select Add existing service > click here under Empty Basket" data-og-width="1080" width="1080" data-og-height="775" height="775" data-path="images/fb/42b206ef32d5e164.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/42b206ef32d5e164.png?w=280&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=7de47f9d8279f1f284f104f77aeeb711 280w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/42b206ef32d5e164.png?w=560&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=974256a59e8f20d0c21a6206e40eaab9 560w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/42b206ef32d5e164.png?w=840&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=f8947ae63ed5f06bd6b712b74b4b22bc 840w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/42b206ef32d5e164.png?w=1100&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=ec1f5d4b815a37ec6f7daca3eac16a54 1100w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/42b206ef32d5e164.png?w=1650&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=6a03218cba5de3982fa33dc70bba41dd 1650w, https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/42b206ef32d5e164.png?w=2500&fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=3a4efe3c8e2c344929b11ea6a469f869 2500w" />
</Frame>

5. Select product

6. Click continue

<Frame caption="Example domain product">
  <img src="https://mintcdn.com/upmind/ZsIo0APxdVb_gFS-/images/fb/2c1688dc65d91dcd.png?fit=max&auto=format&n=ZsIo0APxdVb_gFS-&q=85&s=d7780ac8b5b994727cf21490811357b3" alt="Example domain product" width="1068" height="645" data-path="images/fb/2c1688dc65d91dcd.png" />
</Frame>

7. Fill the information in the configure product and then click add basket

<Warning>
  Note that you can make these fields optional under the **product catalogue -> product page**, by setting the provision fields to ‘optional’ or ‘hidden’. Because they are required in this instance of Upmind, we are required to fill the data in here
</Warning>

<Frame caption="Information in Configure Product">
  <img src="https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/748d60e2c279f8ed.png?fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=c407894c8309f71514bf12148ecbeaa7" alt="Information in Configure Product" width="1084" height="1002" data-path="images/fb/748d60e2c279f8ed.png" />
</Frame>

8. Set the desired activation date and next renewal.

<Warning>
  Select the activation date you prefer for when you want to start using the domain/service; **note that you cannot choose a date in the past so you likely want to choose today.** Additionally, set the next renewal date, which serves as a reminder for when you need to make the payment for the domain/service again. For domains, the renewal date can synchronise after import.
</Warning>

<img src="https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/761e1da85f894b55.png?fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=b0fc21b84c078b43a94df32903cdf271" alt="" width="649" height="600" data-path="images/fb/761e1da85f894b55.png" />

9. Change the basket total price to 0 (This adjustment will not impact the renewal price)

10. Click on **"Place order."**

<img src="https://mintcdn.com/upmind/Dgjmf3QWYVBR40cE/images/fb/5b28829b3feefabe.png?fit=max&auto=format&n=Dgjmf3QWYVBR40cE&q=85&s=6391b12545dc4c7b792bf66b92c43707" alt="" width="1106" height="1005" data-path="images/fb/5b28829b3feefabe.png" />

11. Navigate to the Manage tab for the domain, ensure the correct domain registrar is selected, and then execute the "Get Info" and Sync Due Date functions.

<img src="https://mintcdn.com/upmind/uxzVUXAKtJ2bRWCI/images/fb/65b4ff780f1b3179.png?fit=max&auto=format&n=uxzVUXAKtJ2bRWCI&q=85&s=377189ea5f5a06ae9742ab39bb18b59a" alt="If the product has provisioning, go to the Manage tab and run Get Info to verify it works" width="1157" height="912" data-path="images/fb/65b4ff780f1b3179.png" />

If the product has provisioning, go to the Manage tab and run Get Info to verify it works
