Data Migration
WHASOLS Data Migrator tool will import all the data from WHASOLS to WHASOLS and WHMCS to WHASOLS.
Step 1 : Data Migration From and Database Credentials

Step 2 : Checks and Requirements validations

Final Step : Just Click at Next to import button and data migration will be started.

Manual Entry
We understand that the WHASOLS Importer addon may not always meet your needs for adding clients and their items (for example, when you need to add a client manually and there is no associated hosting account or domain registrar for their items). In these circumstances, it is possible to add clients and their items manually via the admin area using the instructions below.
Adding Clients
To manually import your clients, use the following steps for each client:

  1. Go to Add New > Add New Client.
  2. Fill out the client details. You must provide, at least, the first and last names, email address, and password.
  3. Optionally, deselect the checkbox to send a New Account Information Message.
  4. Click Add Client.
You have now finished adding your client. However, the system will not automatically notify your client that you added them. You can now add the applicable items to their account in the section below.

Adding Services
Once you have added the clients, you can proceed to add their services (such as hosting accounts). Perform the following steps for each client:

  1. In the Summary tab in the client profile, click Add New Order. The system will preselect the client.
  2. Fill out the rest of the form, beginning with choosing the payment gateway you want their future invoices to use.
  3. Choose the applicable product or service and the billing cycle.
  4. If the service has an associated domain name, enter it in the textbox.
  5. If you also control the domain name registration, select Register on the domain section below and choose any addons the user has for their domain.
  6. Deselect the boxes for Order Confirmation and Generate Invoice. This will ensure that the system doesn't email the client about the order you are adding.
  7. Select Active from the Order Status menu.
  8. Click Complete Purchase.
The system will display the order details page, which will summarise the details of the order you added.

As the final step, go into the service details and set the correct next due date. To do this from the order details page, click on the link in the Item column of the items ordered. This will take you to the service details page. From there, you can edit the next due payment date. For hosting accounts, select the correct server and enter the username for the account to allow WHASOLS to perform suspensions and terminations.

Adding Domains
To add a domain without a product:

  1. In the Summary tab in the client profile, click the Add New Order link in the Actions panel. The system will preselect the client.
  2. Fill out the rest of the form, beginning with choosing the payment gateway for future invoices to use by default.
  3. Select Active from the Order Status menu.
  4. Deselect the checkboxes for sending an order confirmation and generating an invoice. This will ensure that the client is not emailed about the order you are adding and no invoice is raised.
  5. Click at Register Domain for the domain registration. The domain fields will then be shown.
  6. Enter the domain in the Domain field.
  7. Choose the number of years you want to invoice the client for at the time of renewal.
  8. Select any addons that the user has for their domain such as DNS Management.
  9. Click Complete Purchase to add the order to WHASOLS. The system will display the order details page, which will summarise the details of the order you added.
Click Domain in the Item column to check whether the next due date, expiry date, and registrar settings are correct. Make any necessary updates and then click Save Changes.