Move from WHMCS or ResellersPanel
You can bring your business over from WHMCS or ResellersPanel. Nothing changes for your customers until the last step.
The Owner, an Admin or Finance can prepare an import. Only the Owner or an Admin can run the real import and cut over.
What moves
Section titled “What moves”| From WHMCS | From ResellersPanel | |
|---|---|---|
| What moves | Customers, services, domains, invoices | Customers, hosting accounts, live domains |
| Dates | Due dates and auto-renew choices | Renewal dates |
| Past invoices | Yes | No · they stay in your workbook |
| Customer passwords | No · each sets a new sign-in | No · each sets a new sign-in |
| Stored card numbers | No · never | No · never |
WHMCS version 8 and later is supported. Tickets move from WHMCS in a later release.
The five steps
Section titled “The five steps”Go to Settings › Imports. The steps are Source, Upload, Match fields, Trial run and Import. You can choose Save and finish later at any step.
1. Source
Section titled “1. Source”Under Where your business is now, choose WHMCS or ResellersPanel. Then choose Continue to upload.
2. Upload
Section titled “2. Upload”- From WHMCS: choose Download the export script. Run it on your WHMCS server with your import’s key. It only reads from WHMCS. It writes one file, without card numbers or passwords.
- From ResellersPanel: export your clients, client domains and contacts from the reseller panel into the workbook. Run the ResellersPanel converter on your computer with the workbook and your import’s key. Every customer needs an email first. The converter lists anyone still missing one.
Choose Copy key to copy your import’s key. Do not edit the file. Drop it on the page, or choose Choose a file.
The file is encrypted on arrival and deleted 30 days after your import finishes. You can leave the page while it uploads. Taji emails the owner when the field matching is ready.
3. Match fields
Section titled “3. Match fields”Check what each field in your file becomes. Under Status matching, choose the status each one becomes here. Anything left unmatched is listed under “must fix” in the trial run. Then choose Continue to the trial run.
4. Trial run
Section titled “4. Trial run”Choose Run the trial. Your storefront is not affected. The report has four parts: Will import cleanly, Imported, with a flag for you, Must fix first and Left out on purpose.
The import cannot start until Must fix first is 0. Fix what it lists, then choose Run the trial again. Under Before the real import, set up what imported customers need to pay and renew from the first day.
5. Import
Section titled “5. Import”Choose Run the real import. On cut-over day, choose Check what changed to bring in what changed since the trial. If a record Changed in both places, choose which to Keep. Then choose Finish cut-over.
The changes come in as one piece. If anything fails, all of them are rolled back and nothing is left half-done.
Set up your custom domain first, so customers find you at your own address. See Your storefront and website link.
Invite your customers
Section titled “Invite your customers”After the import, choose Send the invitations under Text customers their new sign-in link. Choose See what they get first. They go once and cannot be sent again.
Each customer’s credit is in their wallet, as “Credit brought over from WHMCS”.
Ask for help with the move
Section titled “Ask for help with the move”On Settings › Imports, choose Ask ndovi to do this with me beside the title. Only the account owner can ask.
- Fill in Their access ends after and Best phone to reach you.
- Choose Send the request and enter the Code from your authenticator app.
The request is usually picked up within [CONCIERGE RESPONSE TIME].
They upload, match fields and run a trial. You check the trial report and run the real import yourself. They never see card numbers or customer passwords. You can choose End their access at any time.
After the move
Section titled “After the move”- Domains: choose Sync expiry dates now to read the latest dates from each registrar.
- Jobs: a suspend, unsuspend, terminate or plan change for hosting still on ResellersPanel stops as Needs a person. What went wrong says what to do in ResellersPanel’s admin. Choose Resolve once it is done.
If something goes wrong
Section titled “If something goes wrong”If the trial stops, read the reason it gives and choose Download what happened (CSV). Then contact Taji support at [email protected] or +250782009639.